THE VERTICAL GROUP, L.P.
Adviser information for THE VERTICAL GROUP, L.P. last updated from Form ADV on February 29th, 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 Partnership |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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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 |
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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 | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-75357 |
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SEC ERA File Number | 802-75357 |
SEC CIK Numbers | None |
SEC CRD Numbers | 163531 |
Legal Entity Identifier | None |
Principal Office
186 SHERMAN AVENUEBERKELEY HEIGHTS
NJ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 908-277-3737, Fax: 908-273-9434
Websites
Chief Compliance Officer
NoneIndustry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
VERTICAL FUND I, L.P. | Venture Capital Fund | $19.0M | $0.0M | 105 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHOU, TONY, MEI-THONG | Individual | – | LIMITED PARTNER | 08/2006 | 10-25% |
EMMITT, RICHARD, BROOKS | Individual | – | LIMITED PARTNER | 01/1995 | 10-25% |
JANG, YUE-TEH | Individual | – | LIMITED PARTNER | 11/2000 | 10-25% |
LASERSOHN, JACK, WILLIAM | Individual | – | LIMITED PARTNER | 01/1995 | 25-50% |
RUNNELLS, JOHN, EDMUNDS | Individual | – | LIMITED PARTNER | 01/1993 | 10-25% |
THE VERTICAL GROUP GPHC, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2008 | < 5% |