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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 0
- LEI
- 5493002PPJ6UD16U2U46
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| ALLES, TIMOTHY, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| BACANI, FREDERICK, ROSS | I | LIMITED PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BEACHELL, JEFFREY, ALLAN | I | PARTNER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BELEJ, DAVID, MICHAEL | I | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| BRAMEN, DARREN, ANDREW | I | PARTNER | NA | |
| DOUGHERTY, PATRICK, JAMES | I | LIMITED PARTNER | NA | |
| ERSIN, DENNIS, JOHN | I | LIMITED PARTNER | NA | |
| FALCONE, REGINA, S | I | LIMITED PARTNER | NA | |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| KYRANAKIS, VANESSA, EDITH | I | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MAHONEY, THOMAS, DENNIS | I | LIMITED PARTNER, CHIEF RISK OFFICER | NA | |
| MCCALL, JAMES, D. | I | SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, D. | I | PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, D. | I | PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, D. | I | PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, D. | I | PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, D. | I | PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | NA | |
| PETERSON, SONIA, FLORIO | I | LIMITED PARTNER | NA | |
| PONTZ, ARI, ROBERT | I | LIMITED PARTNER | NA | |
| RICKERT, COURTNEY, RENEE | I | LIMITED PARTNER | NA | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | NA | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | NA | |
| ROWLES, KENNETH, ADAMS | I | PARTNER | NA | |
| ROWLES, KENNETH, ADAMS | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| RUBINSON, BRETT, IAN | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCOTT, JONATHAN, DAVID | I | PARTNER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| SCUTERI, JOHN, JOSEPH | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| SQUAM ACQUISITION GP, LLC | DE | GENERAL PARTNER | NA | Control |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| STETSON, ROBERT, KEVIN | I | PARTNER | NA | |
| TAYLOR, MATTHEW, EVERETT | I | LIMITED PARTNER | NA | |
| TREGERMAN, RICHARD, ARON | I | LIMITED PARTNER | NA | |
| TREGERMAN, RICHARD, ARON | I | LIMITED PARTNER | NA | |
| TREGERMAN, RICHARD, ARON | I | LIMITED PARTNER | NA | |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| VERITABLE GP, LLC | DE | GENERAL PARTNER | NA | Control |
| WEINER, JARED, STUART | I | LIMITED PARTNER | NA | |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | LIMITED PARTNER | E | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| SQUAM ACQUISITION LP, LLC | DE | PARTNER | D | Control |
| BOWMAN, EDWARD, FRANCIS | I | LIMITED PARTNER | C | Control |
| BOWMAN, EDWARD, FRANCIS | I | LIMITED PARTNER | C | Control |
| BOWMAN, EDWARD, FRANCIS | I | LIMITED PARTNER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | C | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | C | Control |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | B | |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | B | |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | B | Control |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | B | |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | B | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | A | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | A | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | A | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | A | |
| BEACHELL, JEFFREY, ALLAN | I | LIMITED PARTNER | A | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | A | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | A | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | A | |
| BRAMEN, DARREN, ANDREW | I | LIMITED PARTNER | A | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | A | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | A | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | A | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | A | |
| ROWLES, KENNETH, ADAMS | I | LIMITED PARTNER | A | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | A | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | A | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | A | |
| RUBINSON, BRETT, IAN | I | LIMITED PARTNER | A | |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | A | |
| SCOTT, JONATHAN, DAVID | I | LIMITED PARTNER | A | |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | A | |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | A | |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | A | |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | A | |
| STETSON, ROBERT, KEVIN | I | LIMITED PARTNER | A | |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | A | Control |
| STOLPER, MICHAEL, AARON | I | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION LP, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | SQUAM ACQUISITION GP, LLC | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | E | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | E | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | E | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | E | Control |
| BOWMAN, EDWARD, FRANCIS | I | VERITABLE GP, LLC | D | Control |
| BOWMAN, EDWARD, FRANCIS | I | VERITABLE GP, LLC | D | Control |
| BOWMAN, EDWARD, FRANCIS | I | VERITABLE GP, LLC | D | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | D | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | D | Control |
| STOLPER, MICHAEL, AARON | I | VERITABLE GP, LLC | D | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (44)
AK AL AR AZ CA CO CT DC DE FL GA IA IL IN KS KY LA MA MD ME MI MN NC NE NH NJ NM NV NY OH OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
6022 WEST CHESTER PIKENEWTOWN SQUARE, PA 19073
United States
Phone: 610-640-9551