The Vertical Group

Overview

The Vertical Group is organized as a limited liability company and has been registered with the SEC since 2001. FINTRX characterizes ownership as a mix of a domestic entity and an individual. The firm's regulatory snapshot lists it as "unclassified" and flags that it does not serve as a capital allocator. Available filings also indicate several negative attributes: the firm is not identified as an active ESG investor, is not flagged as a multi-state adviser, is not newly formed, and is not described as a pension consultant or a related adviser. FINTRX does not provide line-item detail on the firm's advisory activities, client mix, or fee schedule in the dataset provided.

Location & Offices