Hedge Fund Database

VERUM PARTNERS LLC

Adviser information for VERUM PARTNERS LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location North Carolina, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 982 $584.4M
Non-Discretionary 305 $156.1M
Total 1,287 $740.4M

Clients

Type Number RAUM
Individuals 60 $14.9M
HNW Individuals 238 $613.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 17 $17.8M
Charitable organizations <5 $7.8M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 28 $86.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 126.5M
Portfolio Manager to Program Sponsor
VERUM PARTNERS WRAP FEE PROGRAM VERUM PARTNERS LLC

Identifiers

SEC RIA File Number 801-115236
SEC ERA File Number 801-115236
SEC CIK Numbers 1958984
SEC CRD Numbers 301058
Legal Entity Identifier None

Principal Office

2333 RANDOLPH ROAD
SUITE 250
CHARLOTTE
NC
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (980) 771-3999, Fax: (980) 771-3388

Websites

www.linkedin.com/company/verum-partners/ verumpartnership.com twitter.com/verumpartners www.instagram.com/verumpartners/?hl=en www.facebook.com/verumpartnership/

Chief Compliance Officer

HOLLY SKIPPER
CHIEF OPERATING OFFICER
2333 RANDOLPH ROAD
SUITE 250
CHARLOTTE
NC
United States
Tel: (980) 498-1043
Fax: (980) 771-3388
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CROSS, OLIVER, ROANE Individual – FOUNDING PARTNER, SENIOR ADVISER 10/2022 < 5%
THE OLIVER ROANE CROSS, III REVOCABLE TRUST Domestic Entity – MEMBER 12/2019 25-50%
CROSS, OLIVER, ROANE Individual THE OLIVER ROANE CROSS, III REVOCABLE TRUST TRUSTEE 12/2019
THE DUSTIN ANTHONY BARR REVOCABLE TRUST Domestic Entity – MEMBER 12/2019 25-50%
BARR, DUSTIN, ANTHONY Individual THE DUSTIN ANTHONY BARR REVOCABLE TRUST TRUSTEE 12/2019
REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON Domestic Entity – MEMBER 11/2019 25-50%
GAMMON, ROBERT, CHRISTOPHER Individual REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON TRUSTEE 11/2019
SKIPPER, HOLLY, FRENCH Individual – FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 10/2022 5-10%
BENNETT, ABIGAIL, ANNE Individual – FOUNDING PARTNER, ADVISER 07/2021 5-10%
BARR, DUSTIN, ANTHONY Individual – FOUNDING PARTNER, SENIOR ADVISER 05/2019 < 5%
GAMMON, ROBERT, CHRISTOPHER Individual – FOUNDING PARTNER, SENIOR ADVISER 05/2019 < 5%

No. Employees, Historic

2010020192020202120222023202420253 on 4/4/20193 on 4/9/20193 on 4/12/20193 on 4/26/20193 on 5/6/20195 on 5/16/20194 on 5/16/20194 on 5/17/20195 on 5/21/20195 on 5/24/20195 on 7/15/20195 on 12/16/20195 on 12/17/20195 on 12/23/20195 on 3/12/20205 on 4/29/20205 on 4/29/20205 on 5/8/20205 on 6/16/20205 on 6/23/20205 on 7/1/20205 on 2/23/20216 on 3/10/20216 on 4/1/20217 on 3/16/20227 on 4/26/20227 on 4/27/20227 on 4/28/20227 on 5/24/20227 on 10/3/20227 on 10/13/20228 on 3/13/20238 on 3/14/20238 on 3/22/20238 on 4/4/20238 on 6/20/202311 on 8/15/202311 on 9/26/202311 on 10/12/202313 on 3/12/2024

RAUM, Historic

800M400M020192020202120222023202420250 on 4/4/20190 on 4/9/20190 on 4/12/20190 on 4/26/20190 on 5/6/20190 on 5/16/20190 on 5/16/20190 on 5/17/20190 on 5/21/20190 on 5/24/2019188156824 on 7/15/2019188156824 on 12/16/2019188156824 on 12/17/2019188156824 on 12/23/2019218463895 on 3/12/2020218463895 on 4/29/2020218463895 on 4/29/2020218463895 on 5/8/2020218463895 on 6/16/2020218463895 on 6/23/2020218463895 on 7/1/2020218463895 on 2/23/2021260501464 on 3/10/2021260501464 on 4/1/2021396311105 on 3/16/2022396311105 on 4/26/2022396311105 on 4/27/2022396311105 on 4/28/2022396311105 on 5/24/2022396311105 on 10/3/2022396311105 on 10/13/2022398930774 on 3/13/2023398930774 on 3/14/2023398930774 on 3/22/2023398930774 on 4/4/2023398930774 on 6/20/2023398930774 on 8/15/2023398930774 on 9/26/2023398930774 on 10/12/2023740408167 on 3/12/2024

No. Clients, Historic

400200020192020202120222023202420250 on 4/4/20190 on 4/9/20190 on 4/12/20190 on 4/26/20190 on 5/6/20190 on 5/16/20190 on 5/16/20190 on 5/17/20190 on 5/21/20190 on 5/24/201955 on 7/15/201955 on 12/16/201955 on 12/17/201955 on 12/23/201984 on 3/12/202084 on 4/29/202084 on 4/29/202084 on 5/8/202084 on 6/16/202084 on 6/23/202084 on 7/1/202084 on 2/23/2021111 on 3/10/2021111 on 4/1/2021124 on 3/16/2022137 on 4/26/2022137 on 4/27/2022137 on 4/28/2022137 on 5/24/2022137 on 10/3/2022137 on 10/13/2022158 on 3/13/2023158 on 3/14/2023158 on 3/22/2023158 on 4/4/2023158 on 6/20/2023158 on 8/15/2023158 on 9/26/2023158 on 10/12/2023343 on 3/12/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
2023 ETF SERIES TRUST II GMO US QUALITY E 9M 301K –
3M CO COM 269K 3K –
ABBVIE INC COM 477K 3K –
ACCENTURE PLC IRELAND SHS CLASS A 532K 2K –
ALLY FINL INC COM 222K 6K –
ALPHABET INC CAP STK CL C 1M 6K –
ALPHABET INC CAP STK CL A 756K 4K –
AMAZON COM INC COM 3M 14K –
AMERICAN INTL GROUP INC COM NEW 216K 3K –
AMGEN INC COM 419K 1K –
APPLE INC COM 5M 24K –
AT&T INC COM 251K 13K –
AUTOMATIC DATA PROCESSING IN COM 463K 2K –
BANK AMERICA CORP COM 516K 13K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BLACKROCK INC COM 329K 418 –
BLACKSTONE INC COM 377K 3K –
BROADCOM INC COM 1M 743 –
CAMBRIA ETF TR SHSHLD YIELD ETF 9M 139K –
CATERPILLAR INC COM 286K 857 –
CATO CORP NEW CL A 151K 27K –
CHEVRON CORP NEW COM 381K 2K –
CHUBB LIMITED COM 244K 957 –
COCA COLA CO COM 4M 62K –
COMCAST CORP NEW CL A 222K 6K –
COMPASS INC CL A 54K 15K –
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 287K 64K –
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 460K 53K –
COSTCO WHSL CORP NEW COM 410K 483 –
DELTA AIR LINES INC DEL COM NEW 235K 5K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 2M 55K –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 3M 95K –
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 37K 12K –
DUKE ENERGY CORP NEW COM NEW 417K 4K –
EATON CORP PLC SHS 329K 1K –
ELI LILLY & CO COM 662K 731 –
ENPRO INC COM 273K 2K –
EXXON MOBIL CORP COM 273K 2K –
GE AEROSPACE COM NEW 472K 3K –
GENUINE PARTS CO COM 242K 2K –
HARTFORD FINL SVCS GROUP INC COM 238K 2K –
HCA HEALTHCARE INC COM 296K 922 –
HOME DEPOT INC COM 1M 4K –
HONEYWELL INTL INC COM 353K 2K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 3M 60K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 239K 6K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 922K 24K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 219K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 5M 72K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 2M 41K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 308K 3K –
INVESCO QQQ TR UNIT SER 1 711K 1K –
INVESTMENT MANAGERS SER TR I FPA GBL EQTY ETF 16M 545K –
ISHARES INC CORE MSCI EMKT 670K 13K –
ISHARES TR CORE MSCI TOTAL 2M 27K –
ISHARES TR CORE MSCI EAFE 803K 11K –
ISHARES TR US TREAS BD ETF 31M 1M –
ISHARES TR 0-5YR HI YL CP 3M 71K –
ISHARES TR BLACKROCK ULTRA 882K 17K –
ISHARES TR CORE MSCI INTL 1M 16K –
ISHARES TR CORE S&P TTL STK 244K 2K –
ISHARES TR ISHS 1-5YR INVS 764K 15K –
ISHARES TR NATIONAL MUN ETF 339K 3K –
ISHARES TR RUS TP200 GR ETF 350K 2K –
ISHARES TR CORE S&P MCP ETF 249K 4K –
ISHARES TR CORE S&P SCP ETF 12M 116K –
ISHARES TR CORE S&P500 ETF 15M 27K –
ISHARES TR S&P 500 GRWT ETF 849K 9K –
ISHARES TR RUS 1000 ETF 669K 2K –
ISHARES TR RUS 1000 VAL ETF 2M 11K –
ISHARES TR RUS 1000 GRW ETF 5M 13K –
ISHARES TR RUSSELL 2000 ETF 954K 5K –
ISHARES TR RUS 2000 VAL ETF 264K 2K –
ISHARES TR RUSSELL 3000 ETF 2M 6K –
ISHARES TR CORE S&P US VLU 260K 3K –
ISHARES TR CORE S&P US GWT 220K 2K –
ISHARES TR U.S. FINLS ETF 284K 3K –
ISHARES TR U.S. TECH ETF 209K 1K –
ISHARES TR MSCI EAFE ETF 347K 4K –
ISHARES TR 1 3 YR TREAS BD 775K 9K –
ISHARES TR MORNINGSTAR VALU 946K 12K –
ISHARES TR S&P 100 ETF 1M 4K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 24M 476K –
JABIL INC COM 426K 4K –
JOHNSON & JOHNSON COM 528K 4K –
JPMORGAN CHASE & CO. COM 1M 6K –
LEGG MASON ETF INVT WESTN ASET TTL 207K 10K –
LITMAN GREGORY FDS TR IMGP DBI MANAGED 492K 16K –
LOWES COS INC COM 2M 7K –
MANULIFE FINL CORP COM 342K 13K –
MASTERCARD INCORPORATED CL A 413K 936 –
MCDONALDS CORP COM 398K 2K –
MERCK & CO INC COM 426K 3K –
META PLATFORMS INC CL A 296K 588 –
MICROSOFT CORP COM 4M 8K –
NOV INC COM 262K 14K –
NVIDIA CORPORATION COM 1M 12K –
ORACLE CORP COM 292K 2K –
PALO ALTO NETWORKS INC COM 456K 1K –
PAYCHEX INC COM 267K 2K –
PEPSICO INC COM 246K 1K –
PROCTER AND GAMBLE CO COM 1M 6K –
QUALCOMM INC COM 380K 2K –
RTX CORPORATION COM 407K 4K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 5M 96K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 13M 357K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 8M 121K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 26K –
SCHWAB STRATEGIC TR US LRG CAP ETF 2M 32K –
SCHWAB STRATEGIC TR US LCAP VA ETF 621K 8K –
SELECT SECTOR SPDR TR INDL 288K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 10K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
STRYKER CORPORATION COM 227K 668 –
T ROWE PRICE ETF INC PRICE BLUE CHIP 305K 8K –
TESLA INC COM 1M 7K –
THE CIGNA GROUP COM 249K 754 –
TJX COS INC NEW COM 394K 4K –
TRUIST FINL CORP COM 411K 11K –
UNITEDHEALTH GROUP INC COM 780K 2K –
VALERO ENERGY CORP COM 265K 2K –
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 255K 3K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 2M 25K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 4M 13K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 1M 8K –
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 29K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 565K 8K –
VANGUARD INDEX FDS LARGE CAP ETF 301K 1K –
VANGUARD INDEX FDS MCAP VL IDXVIP 275K 2K –
VANGUARD INDEX FDS SMALL CP ETF 3M 13K –
VANGUARD INDEX FDS GROWTH ETF 248K 664 –
VANGUARD INDEX FDS VALUE ETF 2M 13K –
VANGUARD INDEX FDS MID CAP ETF 405K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 15M 31K –
VANGUARD INDEX FDS EXTEND MKT ETF 431K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 286K 1K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 36K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 501K 4K –
VANGUARD MALVERN FDS CORE BD ETF 10M 129K –
VANGUARD MUN BD FDS TAX EXEMPT BD 483K 10K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 1M 15K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 1M 18K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 3M 48K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 532K 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 7M 38K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 5M 95K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 745K 6K –
VERISK ANALYTICS INC COM 671K 2K –
VERIZON COMMUNICATIONS INC COM 647K 16K –
VISA INC COM CL A 420K 2K –
WALMART INC COM 425K 6K –
WELLS FARGO CO NEW COM 573K 10K –
WISDOMTREE TR US QTLY DIV GRT 837K 11K –