RIA Intelligence

VERTO MANAGEMENT, LLC

CRD #292899 SEC #801-112607 BOSTON, MA 206-366-5267
SEC Registered
Total AUM
$236.3M
Discretionary
$0
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2019
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Bova, Jonathan, PatrickIMANAGING DIRECTORNA Control
Bova, Jonathan, PatrickIMANAGING DIRECTORNA Control
Kriegel, William, VictoireIBOARD DIRECTORNA Control
Kriegel, William, VictoireIBOARD DIRECTORNA Control
Montana, Gabriel, ArturoIMANAGING DIRECTORNA Control
Montana, Gabriel, ArturoIMANAGING DIRECTORNA Control
NAYLOR, MICHAEL, ANTHONYIBOARD DIRECTORNA Control
NAYLOR, MICHAEL, ANTHONYIBOARD DIRECTORNA Control
SMITH, GLENN, MALCOLMICHAIRMAN OF THE BOARD OF DIRECTORS AND CHIEF EXECUTIVE OFFICERNA Control
SMITH, GLENN, MALCOLMIMANAGING MEMBERNA Control
SMITH, GLENN, MALCOLMIMANAGING MEMBERNA Control
SMITH, GLENN, MALCOLMICHAIRMAN OF THE BOARD OF DIRECTORS AND CHIEF EXECUTIVE OFFICERNA Control
YOUNG, RONALD, WAYNEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICERNA Control
YOUNG, RONALD, WAYNEICHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICERNA Control
Young, Ronald, WyaneICHIEF COMPLIANCE OFFICERNA Control
Young, Ronald, WyaneICHIEF COMPLIANCE OFFICERNA Control
VERTO INVESTMENTS, LLCDECLASS B MEMBERE Control
VERTO INVESTMENTS, LLCDECLASS B MEMBERE Control
K ROAD VERTO LLCDECLASS A MEMBERB Control
K ROAD VERTO LLCDECLASS A MEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HAWKSFORD JERSEY LIMITEDFETHE STOBO TRUSTF Control
HAWKSFORD JERSEY LIMITEDFETHE STOBO TRUSTF Control
Shepherd, Benn, HectorICADRELA MALTA LTD.E Control
Shepherd, Benn, HectorICADRELA MALTA LTD.E Control
THE STOBO TRUSTFESTOBO HOLDINGS LTD.E Control
THE STOBO TRUSTFESTOBO HOLDINGS LTD.E Control
CADRELA MALTA LTD.FEK ROAD VERTO LLCC
CADRELA MALTA LTD.FEK ROAD VERTO LLCC
Kriegel, William, VictoireIK ROAD VERTO LLCC Control
Kriegel, William, VictoireIK ROAD VERTO LLCC Control
SMITH, GLENN, MALCOLMIVERTO INVESTMENTS, LLCC Control
SMITH, GLENN, MALCOLMIVERTO INVESTMENTS, LLCC Control
STOBO HOLDINGS LTD.FEK ROAD VERTO LLCC
STOBO HOLDINGS LTD.FEK ROAD VERTO LLCC
YOUNG, RONALD, WAYNEIVERTO INVESTMENTS, LLCC Control
YOUNG, RONALD, WAYNEIVERTO INVESTMENTS, LLCC Control

Registrations

Federal

IA
Mar 28, 2019 REGISTERED

Notice Filings (1)

MA

Address

200 PORTLAND STREET
5TH FLOOR
BOSTON, MA 02114
United States
Phone: 206-366-5267