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 organized as a limited partnership and functions as an institutional registered investment adviser. The firm is SEC-registered (2025) and owned by an individual. Its client focus is institutional, and its advisory work centers on portfolio management for pooled investment vehicles. Verbena charges both a percentage-of-assets fee and performance-based fees. It does not present itself as a capital allocator and is not an active ESG investor.
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 2Daniel Khasin
Chief Compliance Officer and Chief Operating OfficerCRD 5200379
Aaron Diamond
Chief Investment OfficerCRD 8111216
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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