Investment adviser · CRD 304374
VERIDI CAPITAL
Investment adviser filing (IA)
VERIDI CAPITAL, LP
SAN FRANCISCO, CA, United States · Form ADV filed Mar 23, 2021
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
| Retirement plans | Fewer than 5 | $0 | Not reported |
| Charities | Fewer than 5 | $0 | Not reported |
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1502997 · Mar 23, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
301 BATTERY STREET, 2ND FLOORSAN FRANCISCO, CA, 94111, United States
CRD 304374
Filing source
Form ADV 1502997 · Mar 23, 2021 · 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.