Vert Asset Management LLC
Vert Asset Management LLC is an SEC-registered ria in Sausalito, CA with $464.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Vert Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288445, SEC 801-110846, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $464.4M (2026-01-28)
- Firm type
- Ria
- Location
- Sausalito, CA
- Employees
- 2
- Clients
- 1
- CRD
- 288445
- Ownership
- ADAMS, SAMUEL, CHASE; ADAMS, SARAH, JESSICA; HAFT, BRYAN, CHARLES; MASON, DENNIS, RICHARD; AMACZI, ANNA, AGNES
How much AUM does Vert Asset Management LLC have?
Vert Asset Management LLC reported $464.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Vert Asset Management LLC?
Disclosed owners and executives of Vert Asset Management LLC include ADAMS, SAMUEL, CHASE, ADAMS, SARAH, JESSICA, HAFT, BRYAN, CHARLES, MASON, DENNIS, RICHARD, AMACZI, ANNA, AGNES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.