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Building 2VIRTERA PARTNERS LLC

Map pinPEPPER PIKE, OH
Phone216-859-8800
NotebookSEC #801-126022
Total AUM
$451.8M
Employees
5
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30100 CHAGRIN BLVD.
SUITE 380
PEPPER PIKE
OH 44124
United States
Operating Hours
8:00AM - 5:00 PM
Monday - Friday
Phone
216-859-8800

ReceiptFinancials

Total AUM
$451.8M
Accounts
76
Discretionary
$401M
Accounts
70
Non-Discretionary
$50.8M
Accounts
6

ContactClients

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HNW Individual Clients
15
AUM
$185.2M
Pooled Vehicle Clients
6
AUM
$224.1M
Charitable Organization Clients
1
AUM
$42.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCOH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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