VERT ASSET MANAGEMENT LLC

Overview

Vert Asset Management LLC is an SEC-registered investment adviser organized as an LLC that focuses on institutional mandates. The firm’s advisory footprint centers on managing portfolios for investment companies and pooled investment vehicles and it also runs educational seminars and workshops. Fees are charged as a percentage of assets under management. Filings indicate a concentrated, buy-and-hold approach to publicly traded equities, with the firm not identifying itself as an active ESG investor. Investment activity appears weighted toward long positions in U.S. equities reported on 13F filings. The prominence of a top holding like Equinix Inc points to exposure to larger-cap, infrastructure-oriented names within their equity sleeve. Given the advisory emphasis on pooled vehicles and investment companies, Vert Asset Management likely runs collective structures alongside bespoke institutional accounts.

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Location & Offices