Mandate & appetite
- Preferred strategies
- Fixed Income, Hedge Funds, Infrastructure, Private Credit, Private Equity, Public EquitiesOpportunistic, Value Add
- Target geographies
- North AmericaUS & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Verdence Capital Advisors is an independent private wealth advisory and multi-family office firm founded in 2017. Headquartered in Hunt Valley, Maryland, it also has an office in Northern Virginia and investment advisors in Naples, Florida. The firm is dedicated to providing transparent and customized financial advice, emphasizing independence and integrity. The firm offers a range of services, including private wealth advisory and multi-family office services tailored for high-net-worth individuals and families. It also provides outsourced RIA solutions, focusing on continuity and succession planning for other independent registered investment advisors. Verdence Capital Advisors supports comprehensive wealth management strategies, offering advice on various securities through its broker-dealer capabilities. With a team of experienced professionals, the firm prioritizes personalized attention and deep industry knowledge to serve its clients effectively.
Unlock mandates & allocation signals
See Verdence Capital Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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