The VERITY ASSET MANAGEMENT is a privately held investment adviser that advises $1.15Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. VERITY ASSET MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 74.66% over the last 5-years.
The Group has been registered with the SEC for 20.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 280 S MANGUM ST STE 550, DURHAM, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 77 employees comprised of 54 investment and 23 non-investment staff. The total number of Employees decreased by 2.53% over the last 5-years.
Their $1.15Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 34 other accounts. Assets of High Net Worth Individuals clients own $434.18mn or 37.61% of Total Assets and Individuals own $411.73mn or 35.67% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
VERITY ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.