Vert Asset Management LLC
● SEC registered since 2017CRD 288445SEC# 801-110846Sausalito, CA
Reg. AUM
$464.4M
Employees
2
Accounts
2
Location
Sausalito, CA
Vert Asset Management LLC assets under management
Vert Asset Management LLC is an investment advisory firm registered with the SEC based in Sausalito, CA. The firm has been registered since 2017. It reports $464.4 million in regulatory assets under management and employs 2 people.
Vert Asset Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Richard Mason Control | Chief Compliance Officer | Under 5% | 2023 |
| Samuel Chase Adams Control | Managing Member | 25-50% | 2017 |
| Sarah Jessica Adams Control | Managing Member | 25-50% | 2017 |
Frequently asked questions
How much does Vert Asset Management LLC manage?
Vert Asset Management LLC reports $464.4 million in regulatory assets under management on its Form ADV.
How many employees does Vert Asset Management LLC have?
Vert Asset Management LLC reports 2 employees.
Where is Vert Asset Management LLC located?
Vert Asset Management LLC is based in Sausalito, CA and has been SEC-registered since 2017.
Does Vert Asset Management LLC disclose fund performance?
Vert Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 85 Liberty Ship Way, Suite 201, Sausalito, CA 94965 |
| Phone | 415-650-7179 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1904664 |
| Discloses disciplinary history | No |
Regulatory AUM
$464.4M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$464.4Mregulatory AUM
Discretionary $464.4M