VERSO PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$522M
Discretionary
$522M
100% of AUM
Avg account
$174M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
318319
Registered since
February 1, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Verso Partners is structured as a limited partnership that operates as a hedge-fund adviser focused on institutional clients. The firm is SEC-registered (2022) and provides portfolio management services for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Its client and product mix centers on pooled, manager-run structures rather than separate-account discretionary mandates, and the firm charges a combination of an asset-based management fee and performance-based fees. Verso does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.

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

1 of 1
  • EMILY HU

    Chief Operating Officer & CFOCRD 7515254

Contacts

2 of 2
  • MICHAEL SILICIANO

    Co-FounderCRD 5372073

  • JOSHUA SWEREN

    Owner & Managing PartnerCRD 5657875

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
655 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth