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 institutional RIA that works primarily with institutional clients under a percentage-of-AUM fee model. The firm is organized as an LLC and is registered with the SEC (registration year 2017). Its advisory activities emphasize portfolio management for investment companies and pooled investment vehicles, and it also offers educational seminars and workshops. Vert is not positioned as a capital allocator and does not identify as an active ESG investor.
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
Location
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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