SAUSALITO, CACRD 288445Latest ADV January 28, 2026
Vert Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sausalito, CA. Its latest Form ADV filing, dated January 28, 2026, reports $464M in regulatory assets under management, 2 employees, and 2 accounts.
Assets Under Management
$464M
Employees
2
Offices
--
Total Clients
<5
Primary office
SAUSALITO, CA
85 LIBERTY SHIP WAY, SUITE 201, SAUSALITO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Pooled Investment Vehicles
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of January 28, 2026
Discretionary100.0%
$464M
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.
Total AUM$464M
Total Accounts2
10Y AUM Change+$464M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
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.