| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Veris Global Sustainability Fund, LLC | Other Private | $120.4M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Lyn Pyott Control | Chief Client Services Officer | 10-25% | 2020 |
| Lori Kim Choi | Senior Wealth Manager | 5-10% | 2018 |
| Michael Lent Control | Chief Financial Officer & Co-Chief Investment Officer | 10-25% | 2007 |
Veris Wealth Partners, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Veris Wealth Partners, LLC manages 1 private funds with combined gross assets of $120.4 million.
Veris Wealth Partners, LLC reports 31 employees.
Veris Wealth Partners, LLC is based in Oakland, CA and has been SEC-registered since 2007.
Veris Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1111 Broadway, Suite 300, Oakland, CA 94607 |
| Phone | (415) 814-0580 |
| Fax | (415) 413-0685 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $2.09B |
| Non-discretionary | $174.1M |
| Total (RAUM) | $2.26B |