VERITAS CAPITAL FUND MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$53.8B
Discretionary
$53.8B
100% of AUM
Avg account
$1.5B
Accounts
35
Employees
146
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157123
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Veritas Capital Fund Management, L.L.C. is a limited liability company that acts primarily as a manager of pooled investment vehicles for institutional clients. The firm is registered with the SEC (since 2012) and is structured to run both private equity and hedge fund strategies, positioning itself as a multifaceted fund manager rather than a traditional retail RIA. Its business activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and acting as sponsor, general partner, or managing member of pooled investment vehicles. Investment activity is weighted toward private markets, with an emphasis on managing closed-ended private equity vehicles alongside a smaller hedge fund allocation. The firm charges a mix of percentage-of-AUM and performance-based fees and identifies as an active ESG investor, indicating environmental, social or governance factors are integrated into at least some investment decisions. Veritas Capital Fund Management, L.L.C. targets institutional allocators and run strategies suitable for pooled vehicles rather than separately managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • RAMZI MUSALLAM

    Chief Executive Officer & Managing PartnerCRD 6009512

  • JASON DONNER

    Chief Financial OfficerCRD 6009517

  • Oladipo Ashiru

    Chief Compliance OfficerCRD 7425458

Contacts

2 of 2
  • HUGH EVANS

    Managing PartnerCRD 2270836

  • BENJAMIN POLK

    PartnerCRD 6009518

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth