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 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

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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