Allocator Index · CRD 119630

VERITY INVESTMENT PARTNERS

Beaufort, SC · 843-379-6661 · verityvip.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

264

Other individuals

195

HNW assets

$213.1M

Total AUM

$1.4B

Employees

16

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.