VERAISON ASSET MANAGEMENT, LLC

Overview

Veraison Asset Management, LLC is a small, hands-on investment adviser that allocates capital primarily to exchange-traded equities while serving a limited number of high-balance accounts. The firm provides financial planning and portfolio management for individuals and small businesses, manages pooled investment vehicles, and acts as a selector of third‑party managers—positioning itself as a capital allocator rather than a pure product distributor. Fee arrangements include both a percentage-of-AUM component and performance-based fees, which aligns incentives for concentrated, performance-driven mandates. Investment practice centers on equity exposure delivered through exchange-traded instruments, with equity holdings representing the firm’s dominant allocation. Veraison operates both discretionary and non‑discretionary mandates, and it uses third‑party managers and pooled vehicles when specialized expertise or illiquid exposure is required. The firm is not an active ESG investor and is structured as a domestic limited liability company.

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Public Holdings

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Location & Offices