DFX Intelligence

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Private equityFirmhybrid manager · probableunsized

Veritable LP

Private Equity

Newtown Square, PA

At Pathstone, we’re seeking to redefine what it means to be a modern advisor.

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Search this name across graphsid dfx:pe:60264378-80d4-45dd-9e53-26a9431ff83c

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 14
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

VERITABLE LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Regulatory AUM: $17B
Investments: 19
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: infrastructure,real_estate,technology,building_products
Latest ADV filing: Mar 30, 2023
Employees (ADV): 88
Website: veritablelp.com

Investments

Company	State	Role	Control	Invested	Exited	Status
Every strategy starts with clarity of purpose.	n/a	unknown	unknown	n/a	n/a	exited
Strategy that connects life and wealth.	n/a	unknown	unknown	n/a	n/a	exited
Investment Strategy & Management	n/a	unknown	unknown	n/a	n/a	exited
Allocations built for clarity, performance, and resilience.	n/a	unknown	unknown	n/a	n/a	exited
Flexibility for today, security for tomorrow.	n/a	unknown	unknown	n/a	n/a	exited
Protecting what matters, across many dimensions.	n/a	unknown	unknown	n/a	n/a	exited
Robust tax strategy. Disciplined execution.	n/a	unknown	unknown	n/a	n/a	exited
Structures that aim to preserve clarity and continuity.	n/a	unknown	unknown	n/a	n/a	exited
Fiduciary discipline aligned with your intent.	n/a	unknown	unknown	n/a	n/a	exited
Sustaining unity across generations.	n/a	unknown	unknown	n/a	n/a	exited
Turning values into lasting impact.	n/a	unknown	unknown	n/a	n/a	exited
Guiding transitions and unlocking opportunities.	n/a	unknown	unknown	n/a	n/a	exited
Simplicity in the everyday.	n/a	unknown	unknown	n/a	n/a	exited
Guidance for the next phase of your journey.	n/a	unknown	unknown	n/a	n/a	exited
Discipline, clarity, and efficiency.	n/a	unknown	unknown	n/a	n/a	exited
Well-being as the foundation of wealth.	n/a	unknown	unknown	n/a	n/a	exited
Individuals & Families	n/a	unknown	unknown	n/a	n/a	exited
Family Offices	n/a	unknown	unknown	n/a	n/a	exited
Institutions	n/a	unknown	unknown	n/a	n/a	exited

Relationships

Employs (23)

→ Rahul AgrawalPersonPresident and Chief Investment Officer of Concentric Innovation
factThe subject's own site
→ Natalie AntoinePersonAssociate Director
factThe subject's own site
→ Laura AndronPersonManaging Director
factThe subject's own site
→ Betty AndrikopoulosPersonExecutive Managing Director
factThe subject's own site
→ Victoria Alvarez-ArangoPersonDirector
factThe subject's own site
→ Eric AltPersonCo-CIO
factThe subject's own site
→ Rachel AllemanPersonDirector
factThe subject's own site
→ Amr AliPersonAssociate Director
factThe subject's own site
→ Jimmy AlejoPersonAssociate Director
factThe subject's own site
→ Vanessa Edith KyranakisPersonLimited Partner, Chief Financial Officer
Jun 1, 2017 to presentfactForm ADV
→ James D. MccallPersonLimited Partner, Senior Compliance Officer
Jan 1, 2015 to presentfactForm ADV
→ Thomas Dennis MahoneyPersonLimited Partner, Chief Risk Officer
Aug 1, 2010 to presentfactForm ADV
→ Charles Paxson KeatesPersonLimited Partner, General Counsel, Chief Compliance Officer
Jul 1, 2007 to presentfactForm ADV
→ David Michael BelejPersonLimited Partner, Chief Investment Officer
Apr 1, 2004 to presentfactForm ADV
→ Michael Aaron StolperPersonLimited Partner, Co-Chief Executive Officer
Mar 1, 2004 to presentfactForm ADV
→ John Joseph ScuteriPersonLimited Partner, Co-Chief Executive Officer, Chief Operations Officer
Apr 1, 2005 to presentfactForm ADV
→ Robert Kevin StetsonPersonPartner
Mar 1, 2004 to Mar 31, 2021inferenceForm ADV
→ Jonathan David ScottPersonPartner
Mar 1, 2004 to Mar 31, 2021inferenceForm ADV
→ Timothy Michael AllesPersonChief Financial Officer
Mar 1, 2004 to Mar 30, 2018inferenceForm ADV
→ Brett Ian RubinsonPersonPartner
Mar 1, 2004 to Mar 31, 2021inferenceForm ADV
→ Darren Andrew BramenPersonPartner
Mar 1, 2004 to Mar 31, 2021inferenceForm ADV
→ Kenneth Adams RowlesPersonPartner
Mar 1, 2004 to Mar 31, 2014inferenceForm ADV
→ Jeffrey Allan BeachellPersonPartner
Mar 1, 2004 to Mar 31, 2021inferenceForm ADV

Invested in (19)

→ Turning values into lasting impact.Companyunknown
factThe subject's own site
→ Strategy that connects life and wealth.Companyunknown
factThe subject's own site
→ Investment Strategy & ManagementCompanyunknown
factThe subject's own site
→ Allocations built for clarity, performance, and resilience.Companyunknown
factThe subject's own site
→ Flexibility for today, security for tomorrow.Companyunknown
factThe subject's own site
→ Protecting what matters, across many dimensions.Companyunknown
factThe subject's own site
→ Robust tax strategy. Disciplined execution.Companyunknown
factThe subject's own site
→ Structures that aim to preserve clarity and continuity.Companyunknown
factThe subject's own site
→ Fiduciary discipline aligned with your intent.Companyunknown
factThe subject's own site
→ Sustaining unity across generations.Companyunknown
factThe subject's own site
→ Guiding transitions and unlocking opportunities.Companyunknown
factThe subject's own site
→ Simplicity in the everyday.Companyunknown
factThe subject's own site
→ Guidance for the next phase of your journey.Companyunknown
factThe subject's own site
→ Discipline, clarity, and efficiency.Companyunknown
factThe subject's own site
→ Well-being as the foundation of wealth.Companyunknown
factThe subject's own site
→ Individuals & FamiliesCompanyunknown
factThe subject's own site
→ Family OfficesCompanyunknown
factThe subject's own site
→ InstitutionsCompanyunknown
factThe subject's own site
→ Every strategy starts with clarity of purpose.Companyunknown
factThe subject's own site

Firm member (1)

→ Pathstone Federal StreetFirmadviser
factDFX's own graph

Manages (2)

→ Archean Capital Partners I, L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Cambrian Capital Partners (master) Fund I, L.P.FundPrivate Equity Fund
Nov 29, 2021 to presentfactForm ADV

Owns (6)

← Squam Acquisition LP, LLCFirmLimited Partner
Jun 1, 2012 to presentfactForm ADV
← Squam Acquisition GP, LLCFirmGeneral Partner
Jun 1, 2012 to presentfactForm ADV
← AMG Wealth Partners, LPFirmManager And Sole Member Of Squam Acquisition Gp, Llc
Mar 1, 2012 to presentfactForm ADV
← Affiliated Managers Group Inc.FirmSole Shareholder Of Amg Wp Gp Holdings Corp.
Dec 1, 2011 to presentfactForm ADV
← AMG Wp GP Holdings CorpFirmGeneral Partner Of Amg Wealth Partners, Lp
Sep 1, 2012 to presentfactForm ADV
← AMG Wp LP Holdings, LLCFirmLimited Partner Of Amg Wealth Partners, Lp
Mar 1, 2011 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2021
Person left
Darren Andrew Bramen (Partner) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Person left
Robert Kevin Stetson (Partner) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Person left
Jeffrey Allan Beachell (Partner) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Person left
Jonathan David Scott (Partner) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Person left
Brett Ian Rubinson (Partner) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Mar 30, 2018
Person left
Timothy Michael Alles (Chief Financial Officer) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Jun 1, 2017
Person joined
Vanessa Edith Kyranakis joined Schedule A of Veritable LP as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Jan 1, 2015
Person joined
James D. Mccall joined Schedule A of Veritable LP as Senior Compliance Officer
Form ADVobserved 6 days ago
Occurred
Mar 31, 2014
Person left
Kenneth Adams Rowles (Partner) no longer on Schedule A of Veritable LP
Form ADVobserved 6 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Veritable LP first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago
Occurred
Aug 1, 2010
Person joined
Thomas Dennis Mahoney joined Schedule A of Veritable LP as Chief Risk Officer
Form ADVobserved 6 days ago

Show 3 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 130758 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Nov 29, 2021
Cambrian Capital Partners (master) Fund I, L.P. first reported on Form ADV by Veritable LP (Private Equity Fund), GAV $98,933,003
Occurred
Mar 31, 2017
Archean Capital Partners I, L.P. first reported on Form ADV by Veritable LP (Private Equity Fund), GAV $100,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Rahul Agrawal
President and Chief Investment Officer of Concentric Innovation · Revealable: 1 professional profile (firm website)
Natalie Antoine
Associate Director · Revealable: 1 professional profile (firm website)
Laura Andron
Managing Director · Revealable: 1 professional profile (firm website)
Betty Andrikopoulos
Executive Managing Director · Revealable: 1 professional profile (firm website)
Victoria Alvarez-Arango
Director · Revealable: 1 professional profile (firm website)
Eric Alt
Co-CIO · Revealable: 1 professional profile (firm website)
Rachel Alleman
Director · Revealable: 1 professional profile (firm website)
Amr Ali
Associate Director · Revealable: 1 professional profile (firm website)
Jimmy Alejo
Associate Director · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Vanessa Edith Kyranakis (Limited Partner, Chief Financial Officer), James D. Mccall (Limited Partner, Senior Compliance Officer), Thomas Dennis Mahoney (Limited Partner, Chief Risk Officer), Charles Paxson Keates (Limited Partner, General Counsel, Chief Compliance Officer), David Michael Belej (Limited Partner, Chief Investment Officer), Michael Aaron Stolper (Limited Partner, Co-Chief Executive Officer), John Joseph Scuteri (Limited Partner, Co-Chief Executive Officer, Chief Operations Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance