VERIST CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
150584

Firm profile

FINTRX

Overview

Verist Capital Management operates as a limited liability company focused on investment activities primarily in the capacity of a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm is unclassified in terms of its specific advisory activities and does not engage in capital allocation. Verist Capital Management does not actively pursue Environmental, Social, and Governance (ESG) investments and is not recognized as a multi-state adviser. The firm is characterized by its singular ownership structure and a streamlined focus on hedge fund management.

Assets & Accounts

Public Holdings

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

Contacts

2 of 2
  • BRIAN BARTLES

    PrincipalCRD 5671901

  • JOHN TERRY

    Managing PartnerCRD 5673721

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5048 Tennyson Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth