The Vertical Group

Overview

The Vertical Group operates as a limited liability company and has been registered with the SEC since 2001. Dataset classification lists the firm as "Unclassified" and shows ownership that includes both a domestic entity and an individual. The record contains minimal detail about the firm's advisory services, investment philosophy, or client segments. According to the available flags, the firm is not identified as a capital allocator and is not flagged as an active ESG investor. The dataset also marks the firm as not being a multi-state adviser, though separate office information indicates presence in more than one state (see Location & Offices).

Assets & Accounts

Location & Offices