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Verum Partners LLC

● SEC registered since 2019CRD 301058SEC# 801-115236Charlotte, NC
Export (members)
Reg. AUM
$827.6M
Employees
16
Accounts
1,392
Location
Charlotte, NC

Verum Partners LLC assets under management

Verum Partners LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2019. It reports $827.6 million in regulatory assets under management and employs 16 people.

Verum Partners LLC owners & executives

12 reported
NameTitleOwnershipSince
Abigail Anne Bennett ControlFounding Partner, Adviser, Head Of Strategic Initiatives5-10%2021
Dustin Anthony Barr ControlFounding Partner, Senior AdviserUnder 5%2019
Holly French Skipper ControlFounding Partner, Chief Compliance Officer, Chief Operating Officer5-10%2022
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Frequently asked questions

How much does Verum Partners LLC manage?

Verum Partners LLC reports $827.6 million in regulatory assets under management on its Form ADV.

How many employees does Verum Partners LLC have?

Verum Partners LLC reports 16 employees.

Where is Verum Partners LLC located?

Verum Partners LLC is based in Charlotte, NC and has been SEC-registered since 2019.

Does Verum Partners LLC disclose fund performance?

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

Contact & registration

Address2333 Randolph Road, Suite 250, Charlotte, NC 28207
Phone(980) 771-3999
Fax(980) 771-3388
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$681.5M
Non-discretionary$146.1M
Total (RAUM)$827.6M