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

Phone:

610-640-9551

Fax:

610-640-9554

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.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

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
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Veritable LP, please visit www.veritablelp.com. Company data is provided by S&P Global Market Intelligence. 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 bwwebmaster@businessweek.com.