Verum Partners LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 301058
- Registered since
- May 2, 2019
- Website
- verumpartnership.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.35%
- Corporations / Businesses10.45%
- Individuals2.95%
- Pension & Profit Sharing Plans2.3%
- Charitable Organizations0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Verum Partners LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers capabilities. Verum manages client relationships under a combination of percentage-of-AUM and fixed-fee arrangements. The firm is SEC-registered (2019). It 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
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities22%
- State & Local Bonds10%
- Cash & Cash Equivalents8%
- Other6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$515M in ETFs
56%
$286M
37%
$229M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $76.5M | 1,039,224 | 14.87% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2333 Randolph Rd
- Time zone
- ET (UTC-5)
- Office locations
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