VERANCE CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
337517
Registered since
August 7, 2025

Firm profile

FINTRX

Overview

Verance Capital Management LLC is a limited liability company that registered with the SEC in 2025 and is owned by an individual. The firm operates primarily as an adviser and sponsor of private pooled vehicles, serving roles that include general partner and managing member. It does not self-identify as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant in the available records.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LYLE AYES

    Founder & CEOCRD 4839487

Contacts

2 of 2
  • Jeremy Hoffman

    PrincipalCRD 6835199

  • JULIAN KERSHAW-WEIH

    PrincipalCRD 6822313

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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
205 W 28th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth