Vert Asset Management LLC

RIASEC RegisteredEst. 2017

Total AUM

$464M

Discretionary

$464M

100% of AUM

Avg account

$232M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sausalito, California
CRD number: 288445
Registered since: July 21, 2017
Website: www.vertasset.com
Fee structure: Percentage of AUM
Client types: Investment Companies98.2%
Pooled Investment Vehicles1.8%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vert Asset Management LLC is an SEC-registered institutional RIA formed in 2017 and organized as an LLC with individual ownership. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for investment companies and for pooled investment vehicles; the firm also runs educational seminars and workshops. Vert does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.