LC Vero Manager

RIASEC Registered
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$51.4M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
338361
Registered since
November 13, 2025
Website
lcvero.com
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

LC Vero Manager is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2025 and positions itself as a capital allocator and sponsor/manager of pooled investment vehicles. Its stated advisory activities include portfolio management for individuals and small businesses and the selection of other advisers, while its client base is characterized as institutional. Fee arrangements combine fixed fees and performance-based fees, and the firm serves as a sponsor or general partner for limited partnerships and other pooled vehicles. LC Vero Manager does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Adam Sher

    CFOCRD 5853765

Contacts

2 of 2
  • Daniel Bassichis

    Founder & Managing PartnerCRD 4843696

  • Alexander Berzofsky

    CRD 2926220

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth