Veritable LP
Legal Name: VERITABLE LP
Full Contact Details
Veritable LP
6022 WEST CHESTER PIKE, NEWTOWN SQUARE, PA
610-640-9551
610-640-9554
Other Info
Veritable LP, legally known as VERITABLE LP, is a DE Limited Partnership with 85 employees, 47 of whom are employed in advisory roles. Although the number of clients served is unknown, its SEC status is listed as Approved as of March 12, 2004, indicating the firm's regulatory compliance and authorization to operate in the securities market.
Veritable - A Leading Multi-Family Office and Outsourced CIO
We are one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 billion
Direct Owners
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BRETT IAN RUBINSON
PARTNER owns less than 5%
-
CHARLES PAXSON KEATES
PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER owns less than 5%
-
DARREN ANDREW BRAMEN
PARTNER owns less than 5%
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DAVID MICHAEL BELEJ
PARTNER, CHIEF INVESTMENT OFFICER owns less than 5%
-
JAMES D. MCCALL
PARTNER, SENIOR COMPLIANCE OFFICER owns less than 5%
-
JEFFREY ALLAN BEACHELL
PARTNER owns less than 5%
-
JOHN JOSEPH SCUTERI
PARTNER, CHIEF OPERATIONS OFFICER owns less than 5%
-
JONATHAN DAVID SCOTT
PARTNER owns less than 5%
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MICHAEL AARON STOLPER
PARTNER, CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%
-
ROBERT KEVIN STETSON
PARTNER owns less than 5%
-
SQUAM ACQUISITION GP, LLC
PARTNER owns less than 5%
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SQUAM ACQUISITION LP, LLC
PARTNER owns more than 50% but less than 75%
-
THOMAS DENNIS MAHONEY
PARTNER, CHIEF RISK OFFICER owns less than 5%
-
VANESSA EDITH KYRANAKIS
PARTNER, CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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AFFILIATED MANAGERS GROUP, INC.
PARTNER owns 75% or more
-
AMG WEALTH PARTNERS, LP
MEMBER owns 75% or more
Prime Brokers
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BANK OF AMERICA MERRILL LYNCH
Singapore -
BANK OF AMERICA, N.A.
United States -
BNP PARIBAS LONDON BRANCH
United Kingdom -
BTIG, LLC
United States -
CITIBANK NA, NEW YORK BRANCH
United States -
CITIGROUP GLOBAL MARKETS LIMITED
Hong Kong -
CITIGROUP GLOBAL MARKETS, INC.
United Kingdom -
CREDIT SUISSE SECURITIES (EUROPE) LIMITED
United Kingdom -
DEUTSCHE BANK AG
United Kingdom -
DEUTSCHE BANK AG
Singapore -
DSP MERRILL LYNCH LIMITED
India -
GOLDMAN SACHS & CO. LLC
United States -
GOLDMAN SACHS INTERNATIONAL
United Kingdom -
HSBC LIMITED
India -
HSBC LIMITED
United Kingdom -
JEFFERIES LLC
United States -
JEFFERIES LLC
United States -
JP MORGAN CHASE BANK, N.A.
United States -
MERRILL LYNCH INTERNATIONAL
Singapore -
MORGAN STANLEY & CO INT PLC
United Kingdom -
MORGAN STANLEY & CO. INT PLC
Singapore -
MORGAN STANLEY & CO. INT PLC
United Kingdom -
MORGAN STANLEY & CO. LLC
United States -
NATIONAL FINANCIAL SERVICES LLC
United States -
PERSHING ADVISOR SOLUTIONS LLC
United States -
PERSHING LLC
United States -
SOCIETE GENERALE CORPORATE & INVESTMENT BANKING
France -
UBS AG
United Kingdom -
UBS AG, LONDON BRANCH
United Kingdom -
UBS AG, SINGAPORE BRANCH
Singapore -
UBS LIMITED
United Kingdom -
INTERACTIVE BROKERS LLC
United States -
MORGAN STANLEY & CO INT PLC
Singapore -
UBS AG
Singapore
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