Vertice Capital Partners, LLC

Overview

Vertice Capital Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family clients and institutional clients, charging advisory fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and educational seminars and workshops. Vertice also serves in sponsor/GP/managing member roles for pooled vehicles. The firm does not identify as an active ESG investor, is not designated a multi-state adviser in this dataset, and does not position itself as a pension consultant or capital allocator.

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