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| Happy Holidays!! thanks for using AUM13F!! |
| Verum Partners LLC
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| CRD # | 301058 |
| SEC # | 801-115236 |
| CIK # | 0001958984 |
| AUM | $827.6 M (2025-04-04) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 980-771-3999 |
| Address | 2333 Randolph Road Charlotte, NC 28207 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| Coca Cola Co | 4.5 | ||
| Microsoft Corp | 4.3 | ||
| Amazon Com Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 28.5 |
| (b) Individuals (high net worth individuals) | 242 | 680.2 |
| (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 | 17 | 20.0 |
| (h) Charitable organizations | 0 | 9.0 |
| (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 | 29 | 89.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,392 | 827.6 |
| By Discretionary | ||
| Discretionary | 1,064 | 681.5 |
| Non-Discretionary | 328 | 146.1 |
| Total | 1,392 | 827.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.6 | |
| Total | 1,392 | 827.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001958984] |
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