|
⚲
|
| Verum Partners LLC
✚
|
|
|---|---|
| CRD # | 301058 |
| SEC # | 801-115236 |
| CIK # | 0001958984 |
| AUM | $1.0 B (2026-03-16) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Phone | 980-771-3999 |
| Address | 2333 Randolph Road Charlotte, NC 28207 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 7.5 | ||
| Apple Inc | 6.2 | ||
| Coca Cola Co | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 29.9 |
| (b) Individuals (high net worth individuals) | 274 | 845.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 23.3 |
| (h) Charitable organizations | 0 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 26 | 105.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,560 | 1,014.1 |
| By Discretionary | ||
| Discretionary | 1,215 | 848.7 |
| Non-Discretionary | 345 | 165.4 |
| Total | 1,560 | 1,014.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,014.1 | |
| Total | 1,560 | 1,014.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001958984] |
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|---|---|---|
|
Sollinda Capital Management LLC
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FL | 1.0 |
|
GFG Capital LLC
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FL | 1.0 |
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GA | 1.0 |
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Teamwork Financial Advisors LLC
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TX | 1.0 |
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CA | 1.0 |
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Archer Investment Corporation
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IN | 1.0 |
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Verita Strategic Wealth Partners LLC
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CA | 1.0 |
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Navigation Group LLC
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CA | 1.0 |
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Vertex Planning Partners LLC
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IL | 1.0 |
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CO | 1.0 |