Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

October 07, 2015 3:41 PM ET

Capital Markets

Company Overview of Veritable LP

Company Overview

Veritable LP is an employee owned investment manager. The firm primarily provides its services to individuals and families, typically high net worth individuals. It also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets across the globe. Veritable LP was founded in 1997 and is based in Newtown Square, Pennsylvania with additional office in San Francisco, California. As of June 29, 2012, Veritable LP operates as a subsidiary of AMG Wealth Partners, LP.

6022 West Chester Pike

Newtown Square, PA 19073

United States

Founded in 1997





Key Executives for Veritable LP

Founder, Chief Executive Officer, and Partner
Age: 59
Chief Financial Officer and Partner
Chief Operating Officer, Partner, Member of Executive Committee, and Chairman of Operating Committee
Age: 55
Chief Investment Officer, Partner, and Chairman of Investment Policy Committee, Member of Strategic Investment Committee, and Member of Operating Committee
Partner, General Counsel, Chief Compliance Officer, and Member of the Operating Committee
Compensation as of Fiscal Year 2015.

Veritable LP Key Developments

Veritable LP Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 04:45 PM

Veritable LP Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 04:45 PM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States.

Veritable LP Presents at Family Office & Private Wealth Management Forum - West, Oct-28-2014 11:00 AM

Veritable LP Presents at Family Office & Private Wealth Management Forum - West, Oct-28-2014 11:00 AM. Venue: Napa Valley Marriott Hotel & Spa, 3425 Solano Avenue, Napa, CA 94558, United States.

Similar Private Companies By Industry

Company Name Region
Global Gaming & Hospitality LLC United States
Jefferies LLC United States
Robeco Securities, L.L.C. United States
Swainbrook Capital LLC United States
Nepenthe Venture Group LLC, Advisory Arm United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Veritable LP, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at