RIA Intel›Advisers›Pennsylvania›VERITABLE LP

VERITABLE LP

Advisory

N·NEWTOWN SQUARE, PA

Data as of Mar 30, 2023 · Source: SEC Form ADV

Total AUM

$16.5B

1-Year AUM Growth

-16.7%

3-Year CAGR

-1.6%

Employees

50

Assets Under Management

Total AUM$16.5B

Discretionary AUM$16.3B

Non-Discretionary AUM$195M

Discretionary %98.8%

Total Clients—

Team

Total Employees50

Investment Advisers88

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingJul 8, 2004

Latest FilingMar 30, 2023

🔒 Full AUM trend chart and 33 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VERITABLE LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.