$99.4M Total AUM
$98.5M Disc. AUM
-- 3Y CAGR
1 Employees
166 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2003
- Office Locations
- 1
Office Locations
3838 West Carson Suite 218 Torrance CA
About Verdant Capital Management
Verdant Capital is an Africa-focused investment bank and investment manager serving corporate and institutional clients. The firm executes M&A and capital-raise mandates and runs specialist funds, with experience across financial institutions/fintech and restructurings across the continent. Verdant is the regional IMAP partner and has been recognized by Dealmakers Africa and Private Equity Africa awards.
Team overview
-- AVG AGE
$99.4M AVG AUM / ADVISOR
$598.7K AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DAVID C YU
Chief Compliance Officer, President, Vice President
- CRD
- #1885148
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,503,256 | $105,086 |
| Non-Discretionary | $877,623 | $83,818 |
| Total | $99,380,879 | $100,010 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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