VERT ASSET MANAGEMENT LLC
CRD #288445 SEC #801-110846 SAUSALITO, CA 415-650-7179
SEC Registered
Total AUM
$412.7M
Discretionary
$412.7M
Employees
2
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $412.7M | $412.7M | $0 | 2 | 1 |
| Jan 2024 | $348.6M | $348.6M | $0 | 2 | 1 |
| Mar 2023 | $174.4M | $174.4M | $0 | 2 | 1 |
| Mar 2022 | $175.7M | $175.7M | $0 | 2 | 1 |
| Jul 2021 | $83.6M | $83.6M | $0 | 2 | 1 |
| Feb 2021 | $83.6M | $83.6M | $0 | 2 | 1 |
| Dec 2020 | $41.3M | $41.3M | $0 | 2 | 1 |
| Jan 2020 | $41.3M | $41.3M | $0 | 2 | 1 |
| Aug 2019 | $16.1M | $16.1M | $0 | 2 | 1 |
| Mar 2019 | $16.1M | $16.1M | $0 | 2 | 1 |
| Mar 2018 | $4.2M | $4.2M | $0 | 2 | 1 |
| Nov 2017 | $3.1M | $0 | $3.1M | 2 | 1 |
| Nov 2017 | $3.1M | $0 | $3.1M | 2 | 1 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees2
Clients1
DateJan 2024
Total AUM$348.6M
Discretionary$348.6M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees2
Clients1
DateJul 2021
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees2
Clients1
DateFeb 2021
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees2
Clients1
DateDec 2020
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees2
Clients1
DateJan 2020
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees2
Clients1
DateAug 2019
Total AUM$16.1M
Discretionary$16.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2019
Total AUM$16.1M
Discretionary$16.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2018
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees2
Clients1
DateNov 2017
Total AUM$3.1M
Discretionary$0
Non-Disc.$3.1M
Employees2
Clients1
DateNov 2017
Total AUM$3.1M
Discretionary$0
Non-Disc.$3.1M
Employees2
Clients1
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0