LC VERO MANAGER

RIASEC RegisteredEst. 2025
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
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 privately owned limited liability company that describes itself as a capital allocator and qualified custodian with an institutional client base. The firm is SEC-registered (2025) and reports an owner-managed structure. Its stated advisory activities include portfolio management for individuals and small businesses and the selection of other advisers, while its business affiliations include relationships with accounting and law firms and roles as a sponsor, general partner, and managing member of pooled investment vehicles as well as sponsor of limited partnerships outside pooled vehicles. LC Vero Manager uses a mix of fixed and performance-based fee arrangements and does not identify as an active ESG investor.

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
  • ALEXANDER BERZOFSKY

    CRD 2926220

  • DANIEL BASSICHIS

    Founder & Managing PartnerCRD 4843696

Wealth teams

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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