Firm profile

VERDIS INVESTMENT MANAGEMENT, LLC

WEST CONSHOHOCKEN, PACRD 134445Latest ADV April 7, 2026

Verdis Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Conshohocken, PA. Its latest Form ADV filing, dated April 7, 2026, reports $497M in regulatory assets under management, 11 employee, and 10 accounts.

Assets Under Management
$497M
Employees
11
Offices
--
Total Clients
10
Primary office
WEST CONSHOHOCKEN, PA
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1150, WEST CONSHOHOCKEN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJames C. Biddle
CCOCharles S. Somers
CFOKevin M. Gaffey

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 70.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.0%
7
2
HNWI
20.0%
2
3
Charitable
10.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$497Mas of April 7, 2026
Discretionary100.0%
$497M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$497M
Total Accounts10
10Y AUM Change+$22M (+4.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.