V
$40.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2009
- Office Locations
- 1
Office Locations
220 Newport Center DR Suite 11-502 Newport Beach CA
About Veraison Asset Management, LLC
Veraison Asset Management, LLC is a Newport Beach-based RIA. The firm has been operating for 17 years. Managing $40.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL JOSEPH HEGENER JR
Chief Compliance Officer, Chief Risk Officer
- CRD
- #1628568
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $18,000,000 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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