VERDIS INVESTMENT MANAGEMENT, LLC

Overview

Verdis Investment Management, LLC is an independent RIA that functions as both a discretionary portfolio manager and a capital allocator for high-net-worth individuals, families and institutional clients. The firm emphasizes equity exposure in managed accounts while also sponsoring and managing pooled investment vehicles. Its advisory mandate includes financial planning, direct portfolio management across individual and pooled structures, and selecting outside advisers when needed. Fee arrangements include asset-based fees, fixed-fee engagements and performance-based fees, reflecting the firm’s role as an active allocator into private funds and strategies that can justify incentive compensation. Investment activity shows a clear tilt toward public equities for liquid, client-facing accounts, while a substantial portion of the firm’s resources is committed to private and alternative strategies through its sponsored funds and third-party allocations. The firm is not positioned as an ESG-focused manager and maintains a single-office operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices