VERIDIEN GLOBAL INVESTORS LLC
Adviser information for VERIDIEN GLOBAL INVESTORS LLC last updated from Form ADV on March 4th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $23.2M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $23.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $644,719 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $22.6M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127602 |
|---|---|
| SEC ERA File Number | 801-127602 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322798 |
| Legal Entity Identifier | None |
Principal Office
320 BOSTON POST ROADSUITE 180
DARIEN
CT
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 888-318-0133, Fax: None
Websites
Chief Compliance Officer
PAULUS INGRAM
PORTFOLIO MANAGER
320 BOSTON POST ROAD
SUITE 180
DARIEN
CT
United States
Tel:
888-318-0133
P******@*****************M
(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 |
|---|---|---|---|---|---|
| MAHLER, ARIANE, FLORENCE | Individual | – | CHIEF INVESTMENT OFFICER | 08/2022 | 25-50% |
| INGRAM, PAULUS, JAHODA | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |
| WALKER, ROBERT, BARNEY | Individual | – | MEMBER | 08/2022 | 10-25% |
| NBCP, LLC | Domestic Entity | – | MEMBER | 08/2022 | 10-25% |
| DEWEY, DARCY | Individual | NBCP, LLC | MEMBER | 08/2022 | 50-75% |
| DEWEY, JOHN, EDWARD | Individual | NBCP, LLC | MEMBER | 08/2022 | 25-50% |
| ACTIVE MANAGEMENT LLC | Domestic Entity | – | MEMBER | 04/2022 | 10-25% |
| INGRAM, PAULUS, JAHODA | Individual | ACTIVE MANAGEMENT LLC | OWNER | 04/2022 | > 75% |