Firm profile

WORTH VENTURE PARTNERS, LLC

FORT LEE, NJCRD 168610Latest ADV March 31, 2026

Worth Venture Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lee, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $456M in regulatory assets under management, 11 employee, and 26 accounts.

Assets Under Management
$456M
Employees
11
Offices
--
Total Clients
15
Primary office
FORT LEE, NJ
2 EXECUTIVE DRIVE, SUITE 515, FORT LEE, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODavid A. Wertentheil
CCOLaurence E. Wiseman
COOAndrew B. De Montille

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 80.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
80.0%
12
2
Insurance Cos.
20.0%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$456Mas of March 31, 2026
Discretionary100.0%
$456M
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$456M
Total Accounts26
10Y AUM Change+$34M (+8.1%)

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 Change+5 (+83.3%)

* 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.