Verdad Advisers, L.P.

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$35.8M
Accounts
33
Employees
8
Advisory reps
1

Firm details

Headquarters
Boston, Massachusetts
CRD number
171048
Registered since
May 24, 2019
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles58.7%
  • Other41.3%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Verdad Advisers, L.P. is a hedge fund organized as a limited partnership that is SEC registered (registration year 2019). The firm serves primarily institutional clients and operates in both portfolio management for individuals/small businesses and for pooled investment vehicles. It also conducts CPO/CTA activities and sponsors pooled vehicles, acting as sponsor/GP on certain investments. Its fee model combines a percentage-of-AUM charge with performance-based fees. Verdad reports no active ESG investing activity and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Investment Grade Corp Bonds 100%100%
  • Investment Grade Corp Bonds100%

Contacts

1 of 1
  • Daniel Rasmussen

    Daniel Rasmussen

    Founder & Portfolio ManagerCRD 6318699

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth