Mandate & appetite
- Preferred strategies
- Hedge Funds, Infrastructure, Private Credit, Private EquityOpportunistic, Value Add
- Target geographies
- Asia/Pacific (APAC), Emerging Markets, Europe, Frontier Markets, Middle East, North AmericaUS & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Veritable, LP, operating under the brand name Pathstone, is a privately held wealth management and family office company. It specializes in managing the financial, legal, and personal affairs of wealthy families and institutions. The company offers a range of services, including financial management, legal affairs management, and personal affairs management tailored to individual family needs. Veritable provides liquidity solutions to help clients access near-term capital while preserving future opportunities. Their investment management is supported by thorough research and market diligence, and they offer fiduciary services with legal responsibility. Each client is served by a senior-led team with extensive family knowledge, backed by a dedicated group of investment professionals and a unified investment committee. Veritable, LP targets families of significant means, family offices, and institutions, establishing itself as a trusted partner for clients with complex financial needs.
Unlock mandates & allocation signals
See Veritable, LP'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
Similar investors
Comparable allocators
Other · $28.0bn AUM
Pathstone Family Office
Boston, United States
Pathstone is a multi-family office based in the US, dedicated to comprehensive wealth management and investment strategies for high-net-worth families, family offices, foundations, and endowments. With a team of over 300 professionals across 17 cities, the firm manages approximately $28 billion in assets. Pathstone emphasizes a client-focused approach that combines rigorous research with customized implementation to build, preserve, and transfer multigenerational wealth. The firm offers an integrated platform that includes investment management and professional services. Its investment management features a global network of managers and a dedicated investment team, ensuring personalized strategies through disciplined investing. Professional services encompass tax and estate strategy, business advisory, family governance, and wealth planning, all designed to address complex client needs. Pathstone's commitment to innovation and responsiveness to market conditions further enhances its ability to serve clients effectively.
Family Office
Verdence Capital
Justin Batoff, United States
Institutional investor. based in Justin Batoff United States. LP type: Family Office. Asset class focus: Alternative Investments, Hospitality, Private Equity, Real Estate. Sectors: hospitality, hotels, Real Estate. Active real asset investor
Other
Partners Path
New York, United States
Partners Path is a U.S.-based investment firm specializing in multifamily and mixed-use real estate, with a focus on high growth markets. They also invest in various asset classes, including industrial and hospitality, as well as selective venture capital and private equity opportunities.
Family Office
Pathstone Federal
Peter Nolan, United States
Institutional investor. based in Peter Nolan United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor
Other
Verium
Zürich, Switzerland
Verium is a service-disabled veteran-owned small business based in the United States, specializing in IT and cybersecurity solutions for national security clients. While it primarily focuses on government contracting, specific details about investment strategies or real estate involvement are not disclosed.
Family Office · $2.0bn AUM
Verdis Investment Management
West Conshohocken
Verdis Investment Management is a single-family office founded in 2004 and located in West Conshohocken, Pennsylvania. The firm manages the wealth of the Biddle family through a range of global investments across various asset classes, including private equity, hedge funds, infrastructure, real estate funds, and multi-family assets. With a team of 10-19 employees, Verdis focuses on wealth management and portfolio diversification, emphasizing the use of perpetual capital to seize global investment opportunities. The firm operates as a privately held investment management company and is registered as an investment adviser with the SEC.