Vert Asset Management LLC
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
FINTRXOverview
Vert Asset Management LLC is an SEC-registered investment adviser formed in 2017 and organized as a limited liability company. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on managing portfolios for investment companies and pooled investment vehicles, and it also offers educational seminars and workshops. Vert is owned by an individual principal, is not designated as a capital allocator, and is not positioned as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Samuel Adams
CEOCRD 2788166
Dennis Mason
Chief Compliance OfficerCRD 3107130
Contacts
1 of 1
Sarah Adams
Chairman of SustainabilityCRD 3262023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sausalito, CA
Marin
Location
Sausalito, CA
Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 85 Liberty Ship Way
- Time zone
- PT (UTC-8)
- Office locations
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