Verbena Value LP
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 337379
- Registered since
- July 11, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Verbena Value LP is a limited partnership operating as an institutional registered investment adviser. The firm is owned by an individual and was registered with the SEC in 2025. Its client base is institutional, and its advisory activity focuses on portfolio management for pooled investment vehicles. Compensation is a combination of a percentage-of-assets fee and performance-based fees. Verbena Value does not self-identify as an active ESG investor and is not flagged as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
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
2 of 2Daniel Khasin
Chief Compliance Officer and Chief Operating OfficerCRD 5200379
Aaron Diamond
Chief Investment OfficerCRD 8111216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, 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
- Fairfield
- Address
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
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