LC Vero Manager
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
FINTRXOverview
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
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 2Daniel Bassichis
Founder & Managing PartnerCRD 4843696
Alexander Berzofsky
CRD 2926220
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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