Investment adviser · CRD 292899
VERTO MANAGEMENT, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 27, 2019
- Regulatory AUM
- $236M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Insurance companies | Fewer than 5 | $236,300,000 | 100.0% |
| Pooled investment vehicles | 1 | Not reported | Not reported |
Filing source
Form ADV 1279453 · Mar 27, 2019 · 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 27, 2019. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
200 PORTLAND STREET, 5TH FLOORBOSTON, MA, 02114, United States
CRD 292899
Filing source
Form ADV 1279453 · Mar 27, 2019 · 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.