PPrivate Fund Data Log in Join · $37/mo

Verity and Verity, LLC

● SEC registered since 2005CRD 119630SEC# 801-63829Beaufort, SC
Export (members)
Reg. AUM
$1.21B
Employees
15
Accounts
993
Location
Beaufort, SC

Verity and Verity, LLC assets under management

Verity and Verity, LLC operates as an SEC-registered investment adviser based in Beaufort, SC. The firm has been registered since 2005. It reports $1.2 billion in regulatory assets under management and employs 15 people.
www.verityvip.comView on SEC.gov ↗

Verity and Verity, LLC owners & executives

9 reported
NameTitleOwnershipSince
Afp Legacy Ltd.Member10-25%2013
Invictus Investment CorporationMember5-10%2018
Paula Murray Verity ControlChief Financial OfficerUnder 5%2023
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Verity and Verity, LLC manage?

Verity and Verity, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Verity and Verity, LLC have?

Verity and Verity, LLC reports 15 employees.

Where is Verity and Verity, LLC located?

Verity and Verity, LLC is based in Beaufort, SC and has been SEC-registered since 2005.

Does Verity and Verity, LLC disclose fund performance?

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

Contact & registration

Address2015 Boundary Street, 2nd Floor, Beaufort, SC 29902
Phone843-379-6661
Office hours8:30 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1542108
Discloses disciplinary historyNo

Assets under management

Discretionary$1.2B
Non-discretionary$2.3M
Total (RAUM)$1.21B