Sign in Sign up for free

Vero Capital Management, LLC (New York)


Vero Capital Management, LLC is a large advisory firm based in New York. It manages $253.6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

Logo

Vero Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vero Capital Management: assets under management

The assets under management (AUM) of Vero Capital Management, LLC is $253.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $253.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.53 million each.
Vero Capital Management has custody of $253.6 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vero Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Vero Capital Management, LLC performs its advisory services is located at 220 Fifth Avenue, 19 Th Floor, New York, NY 10001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-991-1300 or by fax 212-991-1301. The normal business hours are 8:30am-6:30pm on Monday - Friday. You can find more information about the New York firm at www.verocm.com.


Registered investment advisers similar to Vero Capital Management, LLC