DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

VERITABLE LP

CRD 130758

NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1808b84c-021b-ca6c-50be-2bf651c2914c

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 109
Dated events: 27
On other graphs: 1
Observed: Mar 30, 2012 to Mar 30, 2023
24 observations

Across DFX

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

Private Equityidentity

Veritable LP

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $17BItem 5.F on the latest filing (2023-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $16B
Private client RAUM: $11BderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 88
Advisory employees: 50
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,674
High net worth clients: 258
Private funds: 27Schedule D 7.B(1)
Private fund GAV: $4.8Bgross asset value as reported per fund; never fund size
Custody, client assets: $17B
SEC number: 801-62911
CRD: 130758
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Mar 30, 2023
Organised: Limited Partnership, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 56

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
Vlp046	Hedge Fund	$151M	Jun 30, 2020	2	Mar 31, 2017	dropped	n/a
Vlp022	Hedge Fund	$145M	Nov 9, 2022	1	Mar 30, 2012	reported	n/a
Vlp004	Hedge Fund	$117M	Apr 1, 2013	3	Mar 30, 2012	dropped	n/a
Vlp033	Hedge Fund	$113M	Mar 31, 2017	3	Mar 30, 2012	dropped	n/a
Vlp047	Hedge Fund	$110M	Nov 29, 2021	2	Mar 31, 2017	dropped	n/a
VLP007 - VITTORIA FUND - A, L.P.	Hedge Fund	$102M	Mar 30, 2016	2	Mar 30, 2012	dropped	n/a
Vlp006	Hedge Fund	$96.9M	Oct 28, 2015	1	Mar 30, 2012	dropped	n/a
Vlp019	Hedge Fund	$90.1M	Mar 29, 2019	2	Mar 30, 2012	dropped	n/a
Vlp009	Hedge Fund	$86.0M	Mar 31, 2014	3	Mar 30, 2012	dropped	n/a
Vlp040	Hedge Fund	$83.1M	Nov 29, 2021	2	Mar 31, 2014	dropped	n/a
Vlp015	Hedge Fund	$81.2M	Oct 28, 2015	3	Mar 30, 2012	dropped	n/a
Vlp021	Hedge Fund	$74.9M	Oct 28, 2015	3	Mar 30, 2012	dropped	n/a
Vlp029	Hedge Fund	$74.7M	Mar 30, 2016	2	Mar 30, 2012	dropped	n/a
VLP026 - VITTORIA FUND - SR, L.P. - ASIA	Hedge Fund	$73.1M	Jun 30, 2020	2	Mar 30, 2012	dropped	n/a
Vlp005	Hedge Fund	$68.5M	Apr 1, 2013	3	Mar 30, 2012	dropped	n/a
Vlp011	Hedge Fund	$62.2M	Mar 30, 2016	2	Mar 30, 2012	dropped	n/a
Vlp038	Hedge Fund	$60.0M	Mar 29, 2019	2	Mar 31, 2014	dropped	n/a
Vlp018	Hedge Fund	$59.3M	Oct 28, 2015	2	Mar 30, 2012	dropped	n/a
VERITABLE AV PARTNERS, L.P.	Hedge Fund	$56.5M	Mar 31, 2017	146	Mar 30, 2012	dropped	021-149023
Vlp036	Hedge Fund	$52.4M	Nov 29, 2021	2	Mar 31, 2014	dropped	n/a
PERCEVAL INVESTMENT PARTNERS, L.P.	Hedge Fund	$50.9M	Mar 31, 2017	220	Mar 30, 2012	dropped	021-86594
Vlp020	Hedge Fund	$49.1M	Mar 30, 2016	1	Mar 30, 2012	dropped	n/a
Vlp003	Hedge Fund	$49.0M	Mar 30, 2016	2	Mar 30, 2012	dropped	n/a
Vlp027	Hedge Fund	$46.5M	Jun 30, 2020	2	Mar 30, 2012	dropped	n/a
Vlp017	Hedge Fund	$43.0M	Mar 30, 2016	2	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AFFILIATED MANAGERS GROUP, INC.	MANAGER AND MEMBER OF AMG WP LP HOLDINGS, LLC	E	yes	03/2011	Jul 27, 2012	Mar 30, 2023
AFFILIATED MANAGERS GROUP, INC.	SOLE SHAREHOLDER OF AMG WP GP HOLDINGS CORP.	E	yes	12/2011	Jul 27, 2012	Mar 30, 2023
AMG WEALTH PARTNERS, LP	MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION LP, LLC	E	yes	03/2012	Jul 27, 2012	Mar 30, 2023
AMG WEALTH PARTNERS, LP	MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION GP, LLC	E	yes	03/2012	Jul 27, 2012	Mar 30, 2023
AMG WP GP HOLDINGS CORP.	GENERAL PARTNER OF AMG WEALTH PARTNERS, LP	F	yes	09/2012	Jul 14, 2021	Mar 30, 2023
AMG WP LP HOLDINGS, LLC	LIMITED PARTNER OF AMG WEALTH PARTNERS, LP	E	yes	03/2011	Jul 14, 2021	Mar 30, 2023
SQUAM ACQUISITION GP, LLC	GENERAL PARTNER	Na	yes	06/2012	Jul 27, 2012	Mar 30, 2023
SQUAM ACQUISITION LP, LLC	LIMITED PARTNER	E	yes	06/2012	Jul 27, 2012	Mar 30, 2023
STOLPER, MICHAEL, AARON	LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER	A	yes	03/2004	Mar 30, 2012	Mar 30, 2023
BELEJ, DAVID, MICHAEL	LIMITED PARTNER, CHIEF INVESTMENT OFFICER	Na	no	04/2004	Mar 30, 2012	Mar 30, 2023
KEATES, CHARLES, PAXSON	LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER	Na	no	07/2007	Mar 30, 2012	Mar 30, 2023
KYRANAKIS, VANESSA, EDITH	LIMITED PARTNER, CHIEF FINANCIAL OFFICER	Na	no	06/2017	Mar 30, 2018	Mar 30, 2023
MAHONEY, THOMAS, DENNIS	LIMITED PARTNER, CHIEF RISK OFFICER	Na	no	08/2010	Mar 30, 2018	Mar 30, 2023
MCCALL, JAMES, DOUGLAS	LIMITED PARTNER, SENIOR COMPLIANCE OFFICER	Na	no	01/2015	Mar 30, 2018	Mar 30, 2023
SCUTERI, JOHN, JOSEPH	LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER	Na	no	04/2005	Mar 30, 2012	Mar 30, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARCHEAN CAPITAL PARTNERS II, L.L.C.	n/a	Asset manager	$528M	Y	yes	n/a
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.	n/a	Asset manager	$344M	Y	yes	n/a
ARCHEAN CAPITAL PARTNERS GP, L.L.C.	n/a	n/a	n/a	Y	no	n/a
ARCHEAN CAPITAL PARTNERS II GP, L.L.C.	n/a	n/a	n/a	Y	no	n/a
CAMBRIAN ANCHOR CAPITAL PARTNERS I GP, L.L.C.	n/a	n/a	n/a	Y	yes	n/a
VERITABLE PARTNERSHIP HOLDING, INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$17B	$16B	88	50	0	27	$4.8B
2021	Mar 31, 2022	$20B	$20B	87	51	0	29	$5.9B
2020	Mar 31, 2021	$18B	$17B	84	48	0	31	$5.9B
2019	Mar 30, 2020	$17B	$17B	88	50	0	32	$5.7B
2018	Mar 29, 2019	$15B	$15B	85	47	0	34	$5.2B
2017	Mar 30, 2018	$16B	$15B	85	48	2	35	$5.9B
2016	Mar 31, 2017	$14B	$14B	84	49	n/a	37	$4.7B
2015	Mar 30, 2016	$14B	$13B	85	48	n/a	47	$5.1B
2014	Mar 31, 2015	$13B	$13B	83	50	n/a	48	$5.4B
2013	Mar 31, 2014	$13B	$12B	81	46	n/a	52	$5.6B
2012	Apr 1, 2013	$12B	$11B	84	48	n/a	55	$5.9B
2011	Mar 30, 2012	$11B	$10B	n/a	n/a	n/a	50	$5.1B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$17B	$20B	-16.7%	$17B	-1.6%	88	87	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Pathstone	24	Sep 18, 2023	Oct 24, 2023	EDGEMONT, PA	Firm absorbed	RIA to RIA	100.0%

Relationships

showing 80 of 109

Affiliated with (3)

→ ARCHEAN CAPITAL PARTNERS II, L.L.C.Registered adviserother investment adviser, bank, control, common control
factForm ADV
→ CAMBRIAN CAPITAL MANAGEMENT, L.L.C.Registered adviserother investment adviser, bank, control, common control
factForm ADV
← WP GROUP, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (34)

→ VLP034Private fundHedge Fund, IA
May 3, 2012 to presentfactForm ADV
→ VLP056Private fundHedge Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ VERITABLE LPC PARTNERS, L.P.Private fundHedge Fund, IA
Oct 28, 2015 to presentfactForm ADV
→ VLP022Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ VLP002 - VITTORIA FUND - J, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ VLP040Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Nov 29, 2021factForm ADV
→ VLP047Private fundHedge Fund, IA, no longer reported
Mar 31, 2017 to Nov 29, 2021factForm ADV
→ VLP036Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Nov 29, 2021factForm ADV
→ VLP026 - VITTORIA FUND - SR, L.P. - ASIAPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jun 30, 2020factForm ADV
→ VLP046Private fundHedge Fund, IA, no longer reported
Mar 31, 2017 to Jun 30, 2020factForm ADV
→ VLP027Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jun 30, 2020factForm ADV
→ VLP037 - VITTORIA FUND - ST, L.P.Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Jun 30, 2020factForm ADV
→ VLP019Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 29, 2019factForm ADV
→ VLP038Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Mar 29, 2019factForm ADV
→ VLP010Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 29, 2019factForm ADV
→ VERITABLE LB PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Mar 29, 2019factForm ADV
→ VERITABLE CC PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 29, 2019factForm ADV
→ VERITABLE SILVER POINT PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2017factForm ADV
→ VERITABLE AV PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2017factForm ADV
→ VLP044Private fundHedge Fund, IA, no longer reported
Mar 30, 2016 to Mar 31, 2017factForm ADV
→ VLP033Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2017factForm ADV
→ PERCEVAL INVESTMENT PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2017factForm ADV
→ VLP003Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ VLP017Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ VLP020Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ VLP011Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ VERITABLE WCP PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ VLP032Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ HTWI, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ VLP041Private fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Mar 30, 2016factForm ADV
and 4 more

Owns (6)

← BELEJ, DAVID, MICHAELOwnerLIMITED PARTNER, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← SCUTERI, JOHN, JOSEPHOwnerLIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← KEATES, CHARLES, PAXSONOwnerLIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← MCCALL, JAMES, DOUGLASOwnerLIMITED PARTNER, SENIOR COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2018 to presentfactForm ADV
← KYRANAKIS, VANESSA, EDITHOwnerLIMITED PARTNER, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2018 to presentfactForm ADV
← MAHONEY, THOMAS, DENNISOwnerLIMITED PARTNER, CHIEF RISK OFFICER, ownership code NA, individual
Mar 30, 2018 to presentfactForm ADV

Controls (7)

← STOLPER, MICHAEL, AARONOwnerLIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← AFFILIATED MANAGERS GROUP, INC.OwnerSOLE SHAREHOLDER OF AMG WP GP HOLDINGS CORP., ownership code E, domestic entity
Jul 27, 2012 to presentfactForm ADV
← AMG WEALTH PARTNERS, LPOwnerMANAGER AND SOLE MEMBER OF SQUAM ACQUISITION GP, LLC, ownership code E, domestic entity
Jul 27, 2012 to presentfactForm ADV
← AMG WP GP HOLDINGS CORP.OwnerGENERAL PARTNER OF AMG WEALTH PARTNERS, LP, ownership code F, domestic entity
Jul 14, 2021 to presentfactForm ADV
← AMG WP LP HOLDINGS, LLCOwnerLIMITED PARTNER OF AMG WEALTH PARTNERS, LP, ownership code E, domestic entity
Jul 14, 2021 to presentfactForm ADV
← SQUAM ACQUISITION GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jul 27, 2012 to presentfactForm ADV
← SQUAM ACQUISITION LP, LLCOwnerLIMITED PARTNER, ownership code E, domestic entity
Jul 27, 2012 to presentfactForm ADV

Moved with (1)

→ PATHSTONERegistered adviser24 advisors, firm absorbed, same day
Sep 18, 2023 to Oct 24, 2023factForm ADV

Registered with (27)

← ROBERT KEVIN STETSONAdvisorregistration: previous registration
Mar 18, 2004 to Sep 18, 2023factForm ADV
← DAVID MICHAEL BELEJAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← JOHN JOSEPH SCUTERIAdvisorregistration: previous registration
Apr 20, 2005 to Sep 18, 2023factForm ADV
← GORDON FRANKLIN STONEAdvisorregistration: previous registration
Aug 4, 2014 to Sep 18, 2023factForm ADV
← FREDERICK ROSS BACANIAdvisorregistration: previous registration
Apr 20, 2004 to Sep 18, 2023factForm ADV
← SONIA FLORIO PETERSONAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← ARI ROBERT PONTZAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← MATTHEW EVERETT TAYLORAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← JEFFREY ALLAN BEACHELLAdvisorregistration: previous registration
Mar 31, 2004 to Sep 18, 2023factForm ADV
← PAUL R PASCARELLAAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← BRETT IAN RUBINSONAdvisorregistration: previous registration
Apr 2, 2003 to Sep 18, 2023factForm ADV
← DARREN ANDREW BRAMENAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← PATRICK JAMES DOUGHERTYAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← BRIAN ARTHUR BADGLEYAdvisorregistration: previous registration
Apr 23, 2014 to Sep 18, 2023factForm ADV
← CHARLES PAXSON KEATESAdvisorregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV
← JEFFREY ALLAN MORRISONAdvisorregistration: previous registration
Apr 14, 2004 to Sep 18, 2023factForm ADV
← JARED STUART WEINERAdvisorregistration: previous registration
Apr 12, 2004 to Sep 18, 2023factForm ADV
← JEANNETTE LEIGH KLEEMAN GRABEAdvisorregistration: previous registration
Apr 17, 2014 to Sep 18, 2023factForm ADV
← ERIC SCOTT SHULENBERGERAdvisorregistration: previous registration
Jan 21, 2015 to Sep 18, 2023factForm ADV
← WESLEY DANIEL YAMAMOTOAdvisorregistration: previous registration
Jan 28, 2016 to Sep 18, 2023factForm ADV
← ROBERT DAVID HEINRICHSAdvisorregistration: previous registration
May 9, 2014 to Sep 18, 2023factForm ADV
← Robert Martin LazaroffAdvisorregistration: previous registration
Aug 10, 2016 to Sep 18, 2023factForm ADV
← Emily L BlessAdvisorregistration: previous registration
Sep 21, 2020 to Sep 18, 2023factForm ADV
← Andrew Joseph JohnAdvisorregistration: previous registration
Nov 30, 2020 to Sep 18, 2023factForm ADV
← ERICH WILLIAM YOSTAdvisorregistration: previous registration
Sep 21, 2020 to Aug 3, 2023factForm ADV
← JOHN PATRICK GUNNAdvisorregistration: previous registration
Feb 18, 2005 to Mar 26, 2021factForm ADV
← JOHN EDWARD TURCIKAdvisorregistration: previous registration
Mar 13, 2014 to Oct 19, 2018factForm ADV

Dated events

Occurred
Sep 18, 2023
Firm absorbed
Veritable LP's advisors moved to Pathstone (Edgemont, PA): 24 of 24 registered, on the same day
Form ADVobserved 4 days ago
24 advisors
Occurred
Sep 18, 2023
Advisor changed firm
Eric Scott Shulenberger left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Sonia Florio Peterson left Veritable Lp for Pathstone (registered 2023-09-19)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Ari Robert Pontz left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Frederick Ross Bacani left Veritable Lp for Pathstone (registered 2023-09-19)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Jeffrey Allan Beachell left Veritable Lp for Pathstone (registered 2023-10-09)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Paul R Pascarella left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Brett Ian Rubinson left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Darren Andrew Bramen left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Patrick James Dougherty left Veritable Lp for Pathstone (registered 2023-09-27)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Robert David Heinrichs left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Gordon Franklin Stone left Veritable Lp for Pathstone (registered 2023-10-23)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Wesley Daniel Yamamoto left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Robert Martin Lazaroff left Veritable Lp for Pathstone (registered 2023-09-22)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Emily L Bless left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Andrew Joseph John left Veritable Lp for Pathstone (registered 2023-10-05)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Brian Arthur Badgley left Veritable Lp for Pathstone (registered 2023-09-19)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Charles Paxson Keates left Veritable Lp for Pathstone (registered 2023-09-22)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Jeffrey Allan Morrison left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Matthew Everett Taylor left Veritable Lp for Pathstone (registered 2023-09-19)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Jared Stuart Weiner left Veritable Lp for Pathstone (registered 2023-09-22)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Robert Kevin Stetson left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
David Michael Belej left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Jeannette Leigh Kleeman Grabe left Veritable Lp for Pathstone (registered 2023-10-24)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
John Joseph Scuteri left Veritable Lp for Pathstone (registered 2023-10-04)
Form ADVobserved 4 days ago
Occurred
Aug 3, 2023
Advisor changed firm
Erich William Yost left Veritable Lp for Savvy (registered 2023-08-01)
Form ADVobserved 4 days ago
Occurred
Jul 27, 2012
Succession filed (Item 4)
Veritable Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1808b84c-021b-ca6c-50be-2bf651c2914c
First observed: Mar 30, 2012
Last observed: Mar 30, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERITABLE LP

CRD 130758

NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1808b84c-021b-ca6c-50be-2bf651c2914c

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

Vlp046

Hedge Fund

$151M

Jun 30, 2020

Mar 31, 2017

dropped

n/a

Vlp022

Hedge Fund

$145M

Nov 9, 2022

Mar 30, 2012

reported

n/a

Vlp004

Hedge Fund

$117M

Apr 1, 2013

Mar 30, 2012

dropped

n/a

Vlp033

Hedge Fund

$113M

Mar 31, 2017

Mar 30, 2012

dropped

n/a

Vlp047

Hedge Fund

$110M

Nov 29, 2021

Mar 31, 2017

dropped

n/a

VLP007 - VITTORIA FUND - A, L.P.

Hedge Fund

$102M

Mar 30, 2016

Mar 30, 2012

dropped

n/a

Vlp006

Hedge Fund

$96.9M

Oct 28, 2015

Mar 30, 2012

dropped

n/a

Vlp019

Hedge Fund

$90.1M

Mar 29, 2019

Mar 30, 2012

dropped

n/a

Vlp009

Hedge Fund

$86.0M

Mar 31, 2014

Mar 30, 2012

dropped

n/a

Vlp040

Hedge Fund

$83.1M

Nov 29, 2021

Mar 31, 2014

dropped

n/a

Vlp015

Hedge Fund

$81.2M

Oct 28, 2015

Mar 30, 2012

dropped

n/a

Vlp021

Hedge Fund

$74.9M

Oct 28, 2015

Mar 30, 2012

dropped

n/a

Vlp029

Hedge Fund

$74.7M

Mar 30, 2016

Mar 30, 2012

dropped

n/a

VLP026 - VITTORIA FUND - SR, L.P. - ASIA

Hedge Fund

$73.1M

Jun 30, 2020

Mar 30, 2012

dropped

n/a

Vlp005

Hedge Fund

$68.5M

Apr 1, 2013

Mar 30, 2012

dropped

n/a

Vlp011

Hedge Fund

$62.2M

Mar 30, 2016

Mar 30, 2012

dropped

n/a

Vlp038

Hedge Fund

$60.0M

Mar 29, 2019

Mar 31, 2014

dropped

n/a

Vlp018

Hedge Fund

$59.3M

Oct 28, 2015

Mar 30, 2012

dropped

n/a

VERITABLE AV PARTNERS, L.P.

Hedge Fund

$56.5M

Mar 31, 2017

146

Mar 30, 2012

dropped

021-149023

Vlp036

Hedge Fund

$52.4M

Nov 29, 2021

Mar 31, 2014

dropped

n/a

PERCEVAL INVESTMENT PARTNERS, L.P.

Hedge Fund

$50.9M

Mar 31, 2017

220

Mar 30, 2012

dropped

021-86594

Vlp020

Hedge Fund

$49.1M

Mar 30, 2016

Mar 30, 2012

dropped

n/a

Vlp003

Hedge Fund

$49.0M

Mar 30, 2016

Mar 30, 2012

dropped

n/a

Vlp027

Hedge Fund

$46.5M

Jun 30, 2020

Mar 30, 2012

dropped

n/a

Vlp017

Hedge Fund

$43.0M

Mar 30, 2016

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AFFILIATED MANAGERS GROUP, INC.

MANAGER AND MEMBER OF AMG WP LP HOLDINGS, LLC

yes

03/2011

Jul 27, 2012

Mar 30, 2023

AFFILIATED MANAGERS GROUP, INC.

SOLE SHAREHOLDER OF AMG WP GP HOLDINGS CORP.

yes

12/2011

Jul 27, 2012

Mar 30, 2023

AMG WEALTH PARTNERS, LP

MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION LP, LLC

yes

03/2012

Jul 27, 2012

Mar 30, 2023

AMG WEALTH PARTNERS, LP

MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION GP, LLC

yes

03/2012

Jul 27, 2012

Mar 30, 2023

AMG WP GP HOLDINGS CORP.

GENERAL PARTNER OF AMG WEALTH PARTNERS, LP

yes

09/2012

Jul 14, 2021

Mar 30, 2023

AMG WP LP HOLDINGS, LLC

LIMITED PARTNER OF AMG WEALTH PARTNERS, LP

yes

03/2011

Jul 14, 2021

Mar 30, 2023

SQUAM ACQUISITION GP, LLC

GENERAL PARTNER

yes

06/2012

Jul 27, 2012

Mar 30, 2023

SQUAM ACQUISITION LP, LLC

LIMITED PARTNER

yes

06/2012

Jul 27, 2012

Mar 30, 2023

STOLPER, MICHAEL, AARON

LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER

yes

03/2004

Mar 30, 2012

Mar 30, 2023

BELEJ, DAVID, MICHAEL

LIMITED PARTNER, CHIEF INVESTMENT OFFICER

04/2004

Mar 30, 2012

Mar 30, 2023

KEATES, CHARLES, PAXSON

LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER

07/2007

Mar 30, 2012

Mar 30, 2023

KYRANAKIS, VANESSA, EDITH

LIMITED PARTNER, CHIEF FINANCIAL OFFICER

06/2017

Mar 30, 2018

Mar 30, 2023

MAHONEY, THOMAS, DENNIS

LIMITED PARTNER, CHIEF RISK OFFICER

08/2010

Mar 30, 2018

Mar 30, 2023

MCCALL, JAMES, DOUGLAS

LIMITED PARTNER, SENIOR COMPLIANCE OFFICER

01/2015

Mar 30, 2018

Mar 30, 2023

SCUTERI, JOHN, JOSEPH

LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER

04/2005

Mar 30, 2012

Mar 30, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARCHEAN CAPITAL PARTNERS II, L.L.C.

n/a

Asset manager

$528M

yes

n/a

CAMBRIAN CAPITAL MANAGEMENT, L.L.C.

n/a

Asset manager

$344M

yes

n/a

ARCHEAN CAPITAL PARTNERS GP, L.L.C.

n/a

ARCHEAN CAPITAL PARTNERS II GP, L.L.C.

n/a

CAMBRIAN ANCHOR CAPITAL PARTNERS I GP, L.L.C.

n/a

yes

n/a

VERITABLE PARTNERSHIP HOLDING, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$17B

$16B

$4.8B

2021

Mar 31, 2022

$20B

$5.9B

2020

Mar 31, 2021

$18B

$17B

$5.9B

2019

Mar 30, 2020

$17B

$5.7B

2018

Mar 29, 2019

$15B

$5.2B

2017

Mar 30, 2018

$16B

$15B

$5.9B

2016

Mar 31, 2017

$14B

n/a

$4.7B

2015

Mar 30, 2016

$14B

$13B

n/a

$5.1B

2014

Mar 31, 2015

$13B

n/a

$5.4B

2013

Mar 31, 2014

$13B

$12B

n/a

$5.6B

2012

Apr 1, 2013

$12B

$11B

n/a

$5.9B

2011

Mar 30, 2012

$11B

$10B

n/a

$5.1B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$17B

$20B

-16.7%

$17B

-1.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Pathstone

Sep 18, 2023

Oct 24, 2023

EDGEMONT, PA

Firm absorbed

RIA to RIA

100.0%