Veris Wealth Partners Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2007

Year Founded

  • Professionals
  • 14

Professionals

  • AUM

  • Commitments
  • 2

Veris Wealth Partners General Information

Description

Veris Wealth Partners is an independent wealth management firm based in San Francisco, California. Established in 2007, the firm provides wealth management and investment advisory solutions to high-net-worth individuals and families, foundations, and endowments. Additionally, the firm engages in financial consulting services and offers professional portfolio management; investment policy development and review; investment manager search and recommendation; portfolio evaluation and review; budgeting, and cash management services. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.veriswp.com
Year Founded
2007
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Compliance Officer, General Counsel & Partner
Email
Phone
Corporate Office
  • 235 Montgomery Street
  • Suite 850
  • San Francisco, CA 94104
  • United States
+1 (414)

Veris Wealth Partners Commitments (2)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
Apis & Heritage Bethesda, MD 2022
SJF Ventures Durham, NC 2013
To view Veris Wealth Partners’s complete commitments history, request access »

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Veris Wealth Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Veris Wealth Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Veris Wealth Partners FAQs

  • When was Veris Wealth Partners founded?

    Veris Wealth Partners was founded in 2007.

  • Where is Veris Wealth Partners headquartered?

    Veris Wealth Partners is headquartered in San Francisco, CA.

  • How many Assets Under Management (AUM) does Veris Wealth Partners have?

    Veris Wealth Partners has in assets under management.

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