Vert Asset Management LLC

Overview

Vert Asset Management LLC is an SEC registered investment adviser based in Sausalito, CA, registered since 2017. It reports $464M in assets under management across 2 accounts, with 2 employees.

Reported AUM

$464M

Discretionary

100%

Accounts

2

Employees

2

Registered since

2017

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Management for Investment Companies

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Samuel Chase Adams Managing Member CRD 2788166
• Sarah Jessica Adams Managing Member CRD 3262023
• Dennis Richard Mason Chief Compliance Officer CRD 3107130

Location

Headquarters

85 Liberty Ship Way Ste 201
Sausalito, CA 94965

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Website: vertfunds.com

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