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VERUM PARTNERS LLC

dba VERUM PARTNERS LLC · CRD 301058 · Registered Investment Adviser

VERUM PARTNERS LLC is a Registered Investment Adviser headquartered in CHARLOTTE, NC. The firm reports $1,014,129,210 in regulatory assets under management across 1,560 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$848,690,809
Non-discretionary$165,438,401
Total RAUM$1,014,129,210
Accounts1,560

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 301058. adviserinfo.sec.gov/firm/summary/301058.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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