Verdad Advisers, L.P.

RIASEC RegisteredEst. 2019
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–structured adviser that manages pooled vehicles and separately managed accounts for institutional clients. The firm charges both a percentage-of-assets management fee and performance-based fees, and it is registered with the SEC. Its regulatory disclosures describe CPO/CTA-type business activity and roles as sponsor/GP or managing member of pooled investment vehicles. Verdad reports portfolio management for individuals and small businesses alongside management of pooled funds. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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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
695 Atlantic Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth