CRD: 171889
Vertice Capital Partners, LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2014
- Office Locations
- 1
Office Locations
About Vertice Capital Partners, LLC
Vertice Capital Partners is an investment manager serving retail and institutional investors with a hedged, market-neutral approach built around mean-reversion volatility arbitrage. The team targets consistent, above-market returns across cycles with lower relative volatility, mitigating delta-one market risk. Implementation relies on highly liquid, broad-based index ETFs, equity and correlated baskets, and options with an option overlay.
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Investment Themes
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Owner & Executives
JOHN JOSEPH CIOFFI III
Chief Executive Officer
- CRD
- #2376946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,621,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,621,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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