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 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
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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