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Veery Capital, LLC

● SEC registered since 2018CRD 298465SEC# 801-114003West Chester, PA
Export (members)
Reg. AUM
$802M
Employees
11
Accounts
742
Location
West Chester, PA

Veery Capital, LLC assets under management

Veery Capital, LLC is an investment advisory firm registered with the SEC based in West Chester, PA. The firm has been registered since 2018. It reports $802 million in regulatory assets under management and employs 11 people.

Veery Capital, LLC owners & executives

4 reported
NameTitleOwnershipSince
Cortney B Milner ControlPartner10-25%2020
David Christopher Benfer ControlManaging Member, Partner And Chief Compliance Officer25-50%2018
Kathleen Simolike ControlPartner10-25%2020
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Frequently asked questions

How much does Veery Capital, LLC manage?

Veery Capital, LLC reports $802 million in regulatory assets under management on its Form ADV.

How many employees does Veery Capital, LLC have?

Veery Capital, LLC reports 11 employees.

Where is Veery Capital, LLC located?

Veery Capital, LLC is based in West Chester, PA and has been SEC-registered since 2018.

Does Veery Capital, LLC disclose fund performance?

Veery Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24 W Market Street, West Chester, PA 19382
Phone(302) 660-3350
Fax(302) 261-7345
Office hours8:30a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$434.2M
Non-discretionary$367.7M
Total (RAUM)$802M