VERITABLE LP
CRD #130758 SEC #801-62911 NEWTOWN SQUARE, PA 610-640-9551
SEC Registered Private Funds
Total AUM
$16.5B
Discretionary
$16.3B
Employees
88
Clients
251
Accounts
3,674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $16.5B | $16.3B | $195.4M | 88 | 0 |
| Nov 2022 | $19.8B | $19.6B | $227.7M | 87 | 0 |
| Jul 2022 | $19.8B | $19.6B | $227.7M | 87 | 0 |
| May 2022 | $19.8B | $19.6B | $227.7M | 87 | 0 |
| Mar 2022 | $19.8B | $19.6B | $227.7M | 87 | 0 |
| Nov 2021 | $17.6B | $17.4B | $219.2M | 84 | 0 |
| Nov 2021 | $17.6B | $17.4B | $219.2M | 84 | 0 |
| Jul 2021 | $17.6B | $17.4B | $219.2M | 84 | 0 |
| Apr 2021 | $17.6B | $17.4B | $219.2M | 84 | 0 |
| Mar 2021 | $17.6B | $17.4B | $219.2M | 84 | 0 |
| Jun 2020 | $17.3B | $16.9B | $453.3M | 88 | 0 |
| Mar 2020 | $17.3B | $16.9B | $453.3M | 88 | 0 |
| Mar 2019 | $15B | $14.7B | $345.7M | 85 | 0 |
| Mar 2018 | $15.6B | $15.2B | $422.6M | 85 | 0 |
| Mar 2017 | $14B | $13.6B | $485.9M | 84 | 300 |
| Mar 2016 | $13.6B | $13.1B | $494.1M | 85 | 400 |
| Oct 2015 | $13.4B | $13B | $423.5M | 83 | 300 |
| Mar 2015 | $13.4B | $13B | $423.5M | 83 | 300 |
| Mar 2014 | $12.9B | $12.4B | $555.9M | 81 | 300 |
| Apr 2013 | $11.8B | $11.3B | $510.8M | 84 | 500 |
| Jul 2012 | $10.9B | $10.3B | $576.4M | 51 | 500 |
| May 2012 | $10.9B | $10.3B | $576.4M | 51 | 500 |
| Mar 2012 | $10.9B | $10.3B | $576.4M | 51 | 500 |
| Mar 2011 | $10.1B | $10.1B | $0 | 51 | -- |
| Jul 2010 | $8.9B | $8.9B | $0 | 51 | -- |
| Mar 2010 | $8.9B | $8.9B | $0 | 51 | -- |
| Mar 2007 | $8.4B | $8.4B | $0 | 51 | -- |
| Jul 2004 | $6.8B | $6.4B | $338.5M | -- | -- |
DateMar 2023
Total AUM$16.5B
Discretionary$16.3B
Non-Disc.$195.4M
Employees88
Clients0
DateNov 2022
Total AUM$19.8B
Discretionary$19.6B
Non-Disc.$227.7M
Employees87
Clients0
DateJul 2022
Total AUM$19.8B
Discretionary$19.6B
Non-Disc.$227.7M
Employees87
Clients0
DateMay 2022
Total AUM$19.8B
Discretionary$19.6B
Non-Disc.$227.7M
Employees87
Clients0
DateMar 2022
Total AUM$19.8B
Discretionary$19.6B
Non-Disc.$227.7M
Employees87
Clients0
DateNov 2021
Total AUM$17.6B
Discretionary$17.4B
Non-Disc.$219.2M
Employees84
Clients0
DateNov 2021
Total AUM$17.6B
Discretionary$17.4B
Non-Disc.$219.2M
Employees84
Clients0
DateJul 2021
Total AUM$17.6B
Discretionary$17.4B
Non-Disc.$219.2M
Employees84
Clients0
DateApr 2021
Total AUM$17.6B
Discretionary$17.4B
Non-Disc.$219.2M
Employees84
Clients0
DateMar 2021
Total AUM$17.6B
Discretionary$17.4B
Non-Disc.$219.2M
Employees84
Clients0
DateJun 2020
Total AUM$17.3B
Discretionary$16.9B
Non-Disc.$453.3M
Employees88
Clients0
DateMar 2020
Total AUM$17.3B
Discretionary$16.9B
Non-Disc.$453.3M
Employees88
Clients0
DateMar 2019
Total AUM$15B
Discretionary$14.7B
Non-Disc.$345.7M
Employees85
Clients0
DateMar 2018
Total AUM$15.6B
Discretionary$15.2B
Non-Disc.$422.6M
Employees85
Clients0
DateMar 2017
Total AUM$14B
Discretionary$13.6B
Non-Disc.$485.9M
Employees84
Clients300
DateMar 2016
Total AUM$13.6B
Discretionary$13.1B
Non-Disc.$494.1M
Employees85
Clients400
DateOct 2015
Total AUM$13.4B
Discretionary$13B
Non-Disc.$423.5M
Employees83
Clients300
DateMar 2015
Total AUM$13.4B
Discretionary$13B
Non-Disc.$423.5M
Employees83
Clients300
DateMar 2014
Total AUM$12.9B
Discretionary$12.4B
Non-Disc.$555.9M
Employees81
Clients300
DateApr 2013
Total AUM$11.8B
Discretionary$11.3B
Non-Disc.$510.8M
Employees84
Clients500
DateJul 2012
Total AUM$10.9B
Discretionary$10.3B
Non-Disc.$576.4M
Employees51
Clients500
DateMay 2012
Total AUM$10.9B
Discretionary$10.3B
Non-Disc.$576.4M
Employees51
Clients500
DateMar 2012
Total AUM$10.9B
Discretionary$10.3B
Non-Disc.$576.4M
Employees51
Clients500
DateMar 2011
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$6.8B
Discretionary$6.4B
Non-Disc.$338.5M
Employees--
Clients--