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Vert Asset Management LLC

● SEC registered since 2017CRD 288445SEC# 801-110846Sausalito, CA
Export (members)
Reg. AUM
$412.7M
Employees
2
Accounts
1
Location
Sausalito, CA

Vert Asset Management LLC assets under management

Vert Asset Management LLC is an investment advisory firm registered with the SEC based in Sausalito, CA. The firm has been registered since 2017. It reports $412.7 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/vert-asset-managementView on SEC.gov ↗

Vert Asset Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Dennis Richard Mason ControlChief Compliance OfficerUnder 5%2023
Samuel Chase Adams ControlManaging Member25-50%2017
Sarah Jessica Adams ControlManaging Member25-50%2017

Frequently asked questions

How much does Vert Asset Management LLC manage?

Vert Asset Management LLC reports $412.7 million in regulatory assets under management on its Form ADV.

How many employees does Vert Asset Management LLC have?

Vert Asset Management LLC reports 2 employees.

Where is Vert Asset Management LLC located?

Vert Asset Management LLC is based in Sausalito, CA and has been SEC-registered since 2017.

Does Vert Asset Management LLC disclose fund performance?

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

Contact & registration

Address85 Liberty Ship Way, Suite 201, Sausalito, CA 94965
Phone415-650-7179
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1904664
Discloses disciplinary historyNo

Assets under management

Discretionary$412.7M
Non-discretionary$0
Total (RAUM)$412.7M