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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMACZI, ANNA, AGNES | I | CHIEF COMPLIANCE OFFICER | NA | |
| AMACZI, ANNA, AGNES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAFT, BRYAN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAFT, BRYAN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAFT, BRYAN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAFT, BRYAN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAFT, BRYAN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HATT, ASHLEY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HATT, ASHLEY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HATT, ASHLEY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, DENNIS, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, KARA, MCMULLEN | I | CCO | NA | Control |
| SCHNEIDER, KARA, MCMULLEN | I | CCO | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | D | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | D | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | CEO | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SAMUEL, CHASE | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| ADAMS, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| FOWLER, SARAH, JESSICA | I | MANAGING MEMBER | C | Control |
| FOWLER, SARAH, JESSICA | I | CHIEF SUSTAINABILITY OFFICER | C | Control |
Registrations
Federal
IA
Feb 10, 2025 REGISTERED
Address
85 LIBERTY SHIP WAYSUITE 201
SAUSALITO, CA 94965
United States
Phone: 415-650-7179