LC Vero Manager
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Adam Sher
CFOCRD 5853765
Contacts
2 of 2Daniel Bassichis
Founder & Managing PartnerCRD 4843696
Alexander Berzofsky
CRD 2926220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Trident Management LLC
RIANew York, NY
Yieldpoint
RIANew York, NY
F3 Partners LLC
RIANew York, NY
Investx Asset Management LLC
RIANew York, NY
MB Family Advisors
RIANew York, NY
Harkness Capital Management LLC
RIANew York, NY