LC Vero Manager
Firm details
- Headquarters
- New York, New York
- CRD number
- 338361
- Registered since
- November 13, 2025
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
LC Vero Manager is an institutional-focused investment firm organized as a limited liability company and registered with the SEC in 2025. The firm is identified as a qualified custodian and describes itself as a capital allocator that both manages portfolios and selects other advisers. Its core advisory activities include portfolio management for individuals and small businesses and the selection of sub-advisers. Fee arrangements combine fixed fees with performance-based compensation. The firm does not position itself as an ESG-active investor, and it does not report multi-state adviser status or pension consulting as part of its service set. The firm maintains industry linkages with professional service providers — including accounting and law firms — and is active as a sponsor and general partner/ managing member of pooled investment vehicles. Those affiliations suggest the firm structures and governs private pooled vehicles while also working with outside specialists when appropriate.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Adam Sher
CFOCRD 5853765
Contacts
2 of 2Alexander Berzofsky
CRD 2926220
Daniel Bassichis
Founder & Managing PartnerCRD 4843696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 650 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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