Verbena Value LP
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 337379
- Registered since
- July 11, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Verbena Value LP is a limited partnership organized as an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is registered with the SEC (registered in 2025) and charges a combination of asset-based fees and performance-linked fees, a structure that aligns with active, performance-oriented management of pooled funds. The ownership is listed as individual and the business is positioned to serve institutional investors rather than retail households.
Assets & Accounts
Public Holdings
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
2 of 2Aaron Diamond
Chief Investment OfficerCRD 8111216
Daniel Khasin
Chief Compliance Officer and Chief Operating OfficerCRD 5200379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, 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
- Fairfield
- Address
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
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