Vericimetry Advisors LLC (Altadena)

Name: Vericimetry Advisors LLC
Address: 1968 N. Lake Ave., Altadena, CA, 91001
Telephone: 213-769-8290

Vericimetry Advisors LLC is a large advisory firm based in Altadena. It manages $225.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Vericimetry Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vericimetry Advisors: assets under management

The assets under management (AUM) of Vericimetry Advisors LLC is $225.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $225.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.71 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vericimetry Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Vericimetry Advisors serves?

The only and largest group of clients of Vericimetry Advisors is investment companies with 1 clients and $225.71 million of assets under management. Among the 9 most similar advisory firms, Vericimetry Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $225.71 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Vericimetry Advisors doesn't advise any private funds.

Careers at Vericimetry Advisors LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Steven Freed	Co-chief executive officer, cfo, elected manager	1 Jan 2011	75% - 100%	4483228
Carlos Alberto Elizondo	Elected manager	1 Feb 2011	Other	5962014
Richard Elliott Smith	Elected manager	1 Feb 2011	Other	1363171
Berman Family Trust	Member	1 Jul 2011	Other	80-6127812
Resiii Llc	Member	1 Jul 2011	Other	45-2853598
Glenn Robert Silcott	Member	1 Jul 2011	Other	5962840
Stacey Elaine Helmeyer	Chief compliance officer	1 Jul 2011	Other	4025283
Larry Berkin	Member	1 Jul 2011	Other	5962821
Glenn Silcott	Member	1 Jul 2011	Other	5962840
Ruben A. Davila	Member	1 Jul 2011	Other	5963090
Larry Nmn Berkin	Member	1 Jul 2011	Other	5962821
Ruben Allen Davila	Member	1 Jul 2011	Other	5963090
Ira Alfred Stalter	Member	1 Jul 2011	Other	6141893
Ruben Allen Davila	Elected manager	1 Sep 2011	Other	5963090
Eight Reales Capital Investments	Member	1 Sep 2011	Other	27-4635171
Andrew Laurence Berkin	Member	1 Sep 2011	Other	4770161
Patrick Thurman Bradford	Member	1 Sep 2011	Other	4659348
Carlos Alberto Elizondo	Chief financial officer, elected manager	1 Feb 2012	Other	5962014
Ernest B. Hoffman	Member	1 Mar 2012	Other	6048726
Corey Berman	Member	1 Mar 2012	Other	6048739
Carlos Alberto Elizondo	Coo, cfo & cco, elected manager	1 Oct 2012	Other	5962014
Christopher Hughes Thomas	Chief compliance officer	1 Sep 2014	Other	4597554
Mendel Fygenson	Co-chief executive officer, elected manager	1 Sep 2014	Other	6469047
Carlos Alberto Elizondo	Member	1 Sep 2014	Other	5962014
Chrislynn Freed	Treasurer	1 Apr 2016	Other	6646318

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Neil Philip Berman	Trustee	1 Aug 2009	25% - 50%	1251348
David Maxwell Berman	Trustee	1 Aug 2009	25% - 50%	5962810
Robin Sheryl Angel	Trustee	1 Aug 2009	25% - 50%	5962812
Sydell Nmn Berman	Trustee	1 Aug 2009	25% - 50%	5962817
David Berman	Trustee	1 Aug 2009	25% - 50%	5962810
Robin Angel	Trustee	1 Aug 2009	25% - 50%	5962812
Sydell Berman	Trustee	1 Aug 2009	25% - 50%	5962817
Carlos Alberto Elizondo	Manager	1 Jan 2011	25% - 50%	5962014
Richard Elliott Smith	Sole member	1 Mar 2011	75% - 100%	1363171

Based in Altadena

The principal office where Vericimetry Advisors LLC performs its advisory services is located at 1968 N. Lake Ave., Altadena, CA 91001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-769-8290. The normal business hours are 6:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at vericimetry.com.