Vercap Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$789M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
333354
Registered since
October 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vercap Management LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees. Vercap is not identified as an active ESG investor, is not a multistate adviser, and does not act as a capital allocator or pension consultant according to the available profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Ross

    Chief Accounting OfficerCRD 7834572

  • Michael Aikins

    President, Chief Investment OfficerCRD 7831884

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth