VERDIS INVESTMENT MANAGEMENT, LLC

CRD 134445 · SEC 801-65821

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ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1150, WEST CONSHOHOCKEN, PA, 19428, United States

Phone

610-397-1600

Fax

610-260-6860

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$497.0M

Discretionary AUM

$497.0M

Team

11 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-07

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	2	$82.2M
Pooled investment vehicles	7	$413.6M
Charitable organizations	1	$1.1M

States served

All web addresses on file

HTTP://WWW.VERDISINVESTMENT.COM
https://www.linkedin.com/company/verdis-investment-management/about/?viewAsMember=true
https://stillpondllc.com/

Official SEC filing: View on IAPD