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LC VERO MANAGER

NEW YORK, NY · CRD 338361 · IAPD ↗ · verocapital.com · 917-657-5639

$205.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LC VERO MANAGER's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
March 2026 — LC VERO MANAGER reported RAUM up 192% ($70.3M -> $205.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — LC VERO MANAGER (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $70.3M RAUM and 3 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.