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VERDAD ADVISERS, L.P.

BOSTON, MA · CRD 171048 · IAPD ↗ · 202-251-6707

$1.18BRegulatory AUM
8Advisory reps
8Employees
0Clients
0Planning clients
7Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — VERDAD ADVISERS, L.P. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — VERDAD ADVISERS, L.P. crossed $1B in regulatory AUM ($867.3M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
March 2025 — VERDAD ADVISERS, L.P. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.