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VERSO PARTNERS

SAN FRANCISCO, CA · CRD 318319 · IAPD ↗ · 415-214-3917

$521.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2024 — VERSO PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — VERSO PARTNERS grew from 2 to 4 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.