Investment adviser · CRD 288445
VERT ASSET MANAGEMENT LLC
Investment adviser filing (IA)
SAUSALITO, CA, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $464M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Investment companies | 1 | $456,023,986 | 98.2% |
| Pooled investment vehicles | 1 | $8,360,838 | 1.8% |
Filing source
Form ADV 2045452 · Jan 28, 2026 · 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: Jan 28, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Educational seminars
Compensation
Percentage of assets
Principal office
85 LIBERTY SHIP WAY, SUITE 201SAUSALITO, CA, 94965, United States
CRD 288445
Filing source
Form ADV 2045452 · Jan 28, 2026 · 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.