VERTU CAPITAL
VERTU VENTURES INC. Legal Name
Adviser information for VERTU CAPITAL last updated from Form ADV on January 2nd, 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 | Corporation |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-126481 |
|---|---|
| SEC ERA File Number | 802-126481 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322369 |
| Legal Entity Identifier | 254900OT9ALJH167FL57 |
Principal Office
155 UNIVERSITY AVE.SUITE 1240
TORONTO, ONTARIO
Canada
Monday - Friday, 8:30AM-5PM
Tel: 416-419-4980, Fax: None
Chief Compliance Officer
KIMBERLY DAVIS
CFO, COO
155 UNIVERSITY AVE.
SUITE 1240
TORONTO
Canada
Tel:
416-300-5800
K*****@**************A
(Full email address available in API data)
Industry Affiliates
| VERTU GP I INC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VERTU PARTNERS FUND I (U.S. II), L.P. | Private Equity Fund | $15.2M | $5.0M | 3 |
| VERTU PARTNERS FUND I (U.S.), L.P. | Private Equity Fund | $3.6M | $5.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MELCHIOR, LISA, ADRIENNE | Individual | – | SHAREHOLDER | 10/2016 | > 75% |
| DAVIS, KIMBERLY | Individual | – | CFO AND CCO | 07/2022 | < 5% |
| NAYOT, GIL | Individual | – | VICE PRESIDENT | 07/2022 | < 5% |