VERDIS INVESTMENT MANAGEMENT, LLC
CRD #134445 SEC #801-65821 WEST CONSHOHOCKEN, PA 610-397-1600
SEC Registered Private Funds
Total AUM
$498M
Discretionary
$498M
Employees
11
Clients
10
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $498M | $498M | $0 | 11 | 0 |
| Mar 2024 | $468.9M | $468.9M | $0 | 12 | 0 |
| Mar 2023 | $452M | $452M | $0 | 12 | 0 |
| Mar 2022 | $482.1M | $482.1M | $0 | 13 | 0 |
| Mar 2021 | $425.5M | $425.5M | $0 | 12 | 0 |
| Jun 2020 | $409.3M | $409.3M | $0 | 13 | 0 |
| Mar 2020 | $409.3M | $409.3M | $0 | 13 | 0 |
| Mar 2019 | $485.5M | $444.7M | $40.8M | 12 | 0 |
| Mar 2018 | $475.8M | $440.3M | $35.6M | 12 | 0 |
| Mar 2017 | $474.6M | $441.6M | $33M | 11 | 1 |
| Mar 2016 | $471.4M | $429.5M | $41.9M | 13 | 1 |
| Mar 2015 | $399.1M | $369.8M | $29.4M | 15 | 11 |
| Jul 2014 | $397.1M | $368.2M | $28.9M | 17 | 11 |
| Apr 2014 | $397.1M | $368.2M | $28.9M | 17 | 11 |
| Mar 2014 | $397.1M | $368.2M | $28.9M | 17 | 11 |
| Nov 2013 | $411.8M | $381.3M | $30.5M | 16 | 11 |
| Apr 2013 | $411.8M | $381.3M | $30.5M | 16 | 11 |
| Mar 2013 | $411.8M | $381.3M | $30.5M | 16 | 11 |
| Mar 2012 | $340.4M | $304.4M | $36M | 11 | 1 |
| Mar 2011 | $343.2M | $297.5M | $45.7M | -- | -- |
| May 2010 | $306.7M | $243.4M | $63.3M | -- | -- |
| Apr 2009 | $286M | $218.3M | $67.8M | -- | -- |
| Jan 2008 | $265.6M | $0 | $265.6M | -- | -- |
| Jan 2007 | $304M | $0 | $304M | -- | -- |
| Dec 2005 | $201.7M | $0 | $201.7M | 10 | -- |
DateMar 2025
Total AUM$498M
Discretionary$498M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$468.9M
Discretionary$468.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$482.1M
Discretionary$482.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$485.5M
Discretionary$444.7M
Non-Disc.$40.8M
Employees12
Clients0
DateMar 2018
Total AUM$475.8M
Discretionary$440.3M
Non-Disc.$35.6M
Employees12
Clients0
DateMar 2017
Total AUM$474.6M
Discretionary$441.6M
Non-Disc.$33M
Employees11
Clients1
DateMar 2016
Total AUM$471.4M
Discretionary$429.5M
Non-Disc.$41.9M
Employees13
Clients1
DateMar 2015
Total AUM$399.1M
Discretionary$369.8M
Non-Disc.$29.4M
Employees15
Clients11
DateJul 2014
Total AUM$397.1M
Discretionary$368.2M
Non-Disc.$28.9M
Employees17
Clients11
DateApr 2014
Total AUM$397.1M
Discretionary$368.2M
Non-Disc.$28.9M
Employees17
Clients11
DateMar 2014
Total AUM$397.1M
Discretionary$368.2M
Non-Disc.$28.9M
Employees17
Clients11
DateNov 2013
Total AUM$411.8M
Discretionary$381.3M
Non-Disc.$30.5M
Employees16
Clients11
DateApr 2013
Total AUM$411.8M
Discretionary$381.3M
Non-Disc.$30.5M
Employees16
Clients11
DateMar 2013
Total AUM$411.8M
Discretionary$381.3M
Non-Disc.$30.5M
Employees16
Clients11
DateMar 2012
Total AUM$340.4M
Discretionary$304.4M
Non-Disc.$36M
Employees11
Clients1
DateMar 2011
Total AUM$343.2M
Discretionary$297.5M
Non-Disc.$45.7M
Employees--
Clients--
DateMay 2010
Total AUM$306.7M
Discretionary$243.4M
Non-Disc.$63.3M
Employees--
Clients--
DateApr 2009
Total AUM$286M
Discretionary$218.3M
Non-Disc.$67.8M
Employees--
Clients--
DateJan 2008
Total AUM$265.6M
Discretionary$0
Non-Disc.$265.6M
Employees--
Clients--
DateJan 2007
Total AUM$304M
Discretionary$0
Non-Disc.$304M
Employees--
Clients--
DateDec 2005
Total AUM$201.7M
Discretionary$0
Non-Disc.$201.7M
Employees10
Clients--