Investment adviser · CRD 163531
THE VERTICAL GROUP, L.P.
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
BERKELEY HEIGHTS, NJ, United States · Form ADV filed Feb 29, 2024
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
VERTICAL FUND I, L.P.Venture Capital Fund · Last reported Feb 29, 2024$19MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WITHUM SMITH & BROWN, PC
PCAOB 100
PIPER SANDLER & CO.
SEC 8-15204
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
Fund details & source
- Fund ID
- 805-9432403624
- Reported beneficial owners
- 105
- Minimum commitment
- $0
Form ADV 1835107 · Feb 29, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 29, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
186 SHERMAN AVENUEBERKELEY HEIGHTS, NJ, 07922, United States
CRD 163531
Filing source
Form ADV 1835107 · Feb 29, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.