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| Verity Asset Management Inc
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| CRD # | 158667 |
| SEC # | 801-66730 |
| CIK # | 0001597298 |
| AUM | 1,154.4 M (2026-06-05) |
| Employees | 77 (70% Investors, 34% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-490-6717 |
| Address | 280 S Mangum St Durham, NC 27701-3676 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001597298 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 4.7 | ||
| Wal Mart Stores Inc | 4.6 | ||
| Enterprise Products Partners L P | 3.5 | ||
| Halozyme Therapeutics Inc | 3.4 | ||
| Microsoft Corp | 3.4 | ||
| Occidental Petroleum Corp /DE/ | 3.0 | ||
| Amgen Inc | 2.9 | ||
| Royal Gold Inc | 2.9 | ||
| Nvidia Corp | 2.8 | ||
| Commercial Metals Co | 2.6 | ||
| ROKU Inc | 2.3 | ||
| Advanced Micro Devices Inc | 2.3 | ||
| Amazon Com Inc | 2.1 | ||
| iShares Comex Gold Trust | 2.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Ventana LLC | 2012-01-26 | 0.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,602 | 411.7 |
| (b) Individuals (high net worth individuals) | 201 | 434.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 91.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 31.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 185.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,603 | 1,154.4 |
| By Discretionary | ||
| Discretionary | 7,603 | 1,154.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,603 | 1,154.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,154.4 | |
| Total | 7,603 | 1,154.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001597298] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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|---|---|---|
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