Veriti Management is an investment advisor in Boston with $1.05 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821264281
SEC advisor number
801-113667
FINRA CRD number
297760
AUM ?
$1.05 bn
(as of 9 Nov 22)
Accounts
213
(as of 9 Nov 22)
Employees
7
(7 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dilworth, James, Kendall | Managing Partner | 04/2018 | < 5% |
Entwood Holdings LLC | Owner | 02/2019 | 25-50% |
Beatty, David, Lee | Member | 02/2019 | 50-75% |
Cheng, Joshua, Janhwa | Cao | 05/2020 | < 5% |
Moore, Gerald, Ian | COO | 05/2020 | < 5% |
Carter, Samuel, Morris | CCO | 12/2021 | < 5% |
First Trust Capital Partners | Owner | 07/2022 | > 75% |
Grace Partners of Dupage L.P. | Shareholder | 08/2006 | > 75% |
the Charger Corporation | General Partner | 08/1991 | |
Ajm Ventures LLC | Shareholder | 10/2010 | > 75% |
Bowen, James, Allen | Shareholder | 10/2010 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21