VERDAD ADVISERS, L.P.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 171048
- Registered since
- May 24, 2019
- Website
- verdadcap.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles58.7%
- Other41.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Verdad Advisers, L.P. is a limited partnership operating as a hedge fund manager that registered with the SEC in 2019. The firm serves an institutional client base and charges a combination of asset-based fees and performance fees. Verdad carries CPO/CTA designations and provides portfolio management both for individuals/small businesses and for pooled investment vehicles. It is not positioned as a capital allocator, does not identify as an ESG investor, and is not a multi-state or related adviser. The ownership structure is a mix of a domestic entity and an individual, and the firm acts in sponsor roles for limited partnerships and pooled vehicles.
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
Asset composition
- Investment Grade Corp Bonds100%
Contacts
1 of 1DANIEL RASMUSSEN
Founder & Portfolio ManagerCRD 6318699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$562K in ETFs
100%
$562K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG) | BlackRock | Passive | High Yield Bond | $562K | 7,070 | 100.00% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 695 Atlantic Ave
- Time zone
- ET (UTC-5)
- Office locations
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