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Building 2VERT ASSET MANAGEMENT LLC

Map pinSAUSALITO, CA
Phone415-650-7179
NotebookSEC #801-110846
Total AUM
$464.4M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 LIBERTY SHIP WAY
SUITE 201
SAUSALITO
CA 94965
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-650-7179

ReceiptFinancials

Total AUM
$464.4M
Accounts
2
Discretionary
$464.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$456M
Pooled Vehicle Clients
1
AUM
$8.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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