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VERBENA VALUE LP

WESTPORT, CT · CRD 337379 · IAPD ↗ · 203-920-0611

$1.00BRegulatory AUM
8Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
August 2025 — VERBENA VALUE LP (WESTPORT, CT) is newly SEC-registered with $0 RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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