VERDIS INVESTMENT MANAGEMENT, LLC
C48
CRD 134445·SEC 801-65821·WEST CONSHOHOCKEN, PA
AUM
$497.0M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $485.5M
'21 · $409.3M
'22 · $425.5M
'23 · $482.1M
'25 · $498.0M
'26 · $497.0M
'20'26
$485.5M → $497.0M▲ +2%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 8 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 5 advisors
'26 · 6 advisors
'20'26
7 advisors → 6 advisors▼ -14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2014-01-072014-01-07 · 0000945621-14-000002
2013-01-072013-01-07 · 0000943663-13-000002
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O VERDIS INVESTMENT MANAGEMENT, LLC200 FOUR FALLS CORPORATE CENTER, STE 201WEST CONSHOHOCKEN, PA 19428
Business
C/O VERDIS INVESTMENT MANAGEMENT, LLC200 FOUR FALLS CORPORATE CENTER, STE 201WEST CONSHOHOCKEN, PA 19428
Edgar Recent Filings
D/A2014-01-07 · 0000945621-14-000002
D/A2013-01-07 · 0000943663-13-000002