LC Vero Manager

RIASEC RegisteredEst. 2025
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$51.4M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
338361
Registered since
November 13, 2025
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

LC Vero Manager is a privately held LLC that operates as a capital allocator and adviser to institutional clients. The firm is SEC-registered as of 2025 and is owned by an individual. Its business model combines direct management and the selection of external managers: advisory services include portfolio management for individuals and small businesses as well as the selection of other advisers. LC Vero Manager charges a mix of fixed fees and performance-based fees and does not position itself as an active ESG investor. The firm also serves in sponsor and managing roles for pooled vehicles, acting as sponsor of limited partnerships and as a general partner/managing member where applicable. While the stated client base is institutional, LC Vero Manager’s advisory scope includes personalized portfolio management services, indicating capacity to serve both institutional and high-net-worth or small-business clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Adam Sher

    CFOCRD 5853765

Contacts

2 of 2
  • Daniel Bassichis

    Founder & Managing PartnerCRD 4843696

  • Alexander Berzofsky

    CRD 2926220

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
650 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth