July 22, 2017 7:37 AM 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: 61
Chief Financial Officer and Partner
Chief Operating Officer and Partner
Age: 57
Chief Investment Officer and Partner
General Counsel and Chief Compliance Officer
Compensation as of Fiscal Year 2017.

Veritable LP Key Developments

Veritable, LP and Moelis & Company Holdings LP Announces Joint Venture Agreement Establishing Archean Capital Partners

Veritable, LP. and Moelis Asset Management LP announced they have entered into a joint venture agreement establishing Archean Capital Partners, a private market investment platform that will provide new portfolio managers with the initial capital, advice and infrastructure necessary to launch their own funds. Veritable is a leading wealth management firm with over $13 billion of assets under management. Moelis AM is the parent company for alternative asset management firms with an aggregate of over $3 billion in assets under management.

Veritable LP Presents at Family Office & Private Wealth Management Forum-West, Oct-29-2015 12:00 PM

Veritable LP Presents at Family Office & Private Wealth Management Forum-West, Oct-29-2015 12:00 PM. Venue: Napa Valley Marriott, Napa, CA, United States.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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