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VERT ASSET MANAGEMENT LLC
CRD 288445 · SEC 801-110846
85 LIBERTY SHIP WAY, SUITE 201, SAUSALITO, CA, 94965, United States
Phone
415-650-7179
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.4M
Discretionary AUM
$464.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $456.0M |
| Pooled investment vehicles | 1 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD