This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$522MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$522M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

6

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

3Schedule D 7.B(1)

Custody, client assets

$522M

SEC number

801-123135

CRD

318319

Filings on the tape

9

First filed

Jan 2, 2022

Latest filed

Feb 26, 2026

Organised

Limited Partnership, DE

• Occurred

  Mar 20, 2023
  Regulatory AUM changed

  Verso Partners reported RAUM $510.9M, up 64% from $310.6M (2022-03-04 to 2023-03-20)

  Form ADVobserved 5 days ago
  $200M
• Occurred

  Mar 4, 2022
  Control person joined

  Deborah Emily Hu (Chief Compliance Officer) appeared on Schedule A of Verso Partners

  Form ADVobserved 5 days ago
• Occurred

  Jan 2, 2022
  First Form ADV filing

  Verso Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a5f2fdf-370e-2a65-551b-db41d6f91aa4

First observed

Jan 2, 2022

Last observed

Feb 26, 2026 6 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.