Verum Partners LLC

RIASEC RegisteredEst. 2019

Total AUM

$1B

Discretionary

$849M

84% of AUM

Avg account

$650K

Accounts

1,560

Employees

17

Advisory reps

16

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

FINTRX

Overview

Verum Partners LLC is an independent registered investment adviser formed in 2019 that serves both individuals/families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers — signaling a mix of discretionary portfolio services and outsourced manager relationships. Verum describes itself as a capital allocator and charges clients via a percentage of assets under management and fixed fees. The adviser is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds52%
Exchange Traded Equities22%
State & Local Bonds10%
Cash & Cash Equivalents8%
Other6%

Owners & executives

1 of 1

Patrick Raminski
Chief Investment OfficerCRD 5288642

Contacts

3 of 15

Molly Bohrer
DirectorCRD 6918673
Charles Doran
Associate AdvisorCRD 7261273
Dustin Barr
Founding PartnerCRD 6529215

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 101

Active vs passive

$563M in ETFs

Passive

53%

$296M

Active

34%

$266M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD CORE BOND ETF (VCRB)	Vanguard	Active	Intermediate Core Bond	$82.4M	1,067,008	14.65%

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Primary office

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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