VERSA CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$180M
Discretionary
$180M
100% of AUM
Avg account
$25.7M
Accounts
7
Employees
3
Advisory reps
2

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
157161
Registered since
March 16, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Versa Capital is organized as a limited liability company that operates as a private equity fund manager and sponsor. The firm has been SEC-registered since 2012 and serves primarily institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles, and it frequently acts as a general partner or managing member of those vehicles rather than serving solely as a capital allocator. Versa charges both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • GREGORY SEGALL

    Chairman and Chief Executive OfficerCRD 6022892

  • RANDALL SCHULTZ

    Chief Compliance Officer And Chief Financial OfficerCRD 6113206

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
130 N 18th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth