Veritas Asset Management LLP

RIASEC RegisteredEst. 2015

Total AUM

$19.1B

Discretionary

$19.1B

100% of AUM

Avg account

$478M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 174314
Registered since: April 17, 2015
Website: www.vamllp.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans56.97%
Pooled Investment Vehicles27.44%
State / Municipal Government9.81%
Charitable Organizations2.77%
Insurance Companies1.58%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Veritas Asset Management LLP is an institutional RIA organized as a limited liability partnership and registered with the SEC in 2015. The firm serves institutional clients and operates with a fee model that includes both percentage-of-AUM and performance-based fees. It also acts in commodity pool/operator capacities (CPO/CTA) and provides portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Ownership is described as a mix of a foreign entity and an individual, and the firm reports being an active ESG investor. Veritas maintains industry ties that include broker-dealer and other investment-adviser relationships in addition to its CPO/CTA activity.