SourcingSourcing

VETERI PLACE CORPORATION

C49
CRD 160664·SEC 801-80005·PARSIPPANY, NJ
AUM
$150.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$452K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VETERI PLACE CORPORATION
CRD
160664
SEC file #
801-80005
EIN
—
DBA names
—

Economics

AUM
$150.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$207.3M → $150.7M▼ -27%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PARSIPPANY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLISON HAMMER 2016 TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ALLISON HAMMER 2016 TRUST
ERICA FISHMAN 2016 TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing36
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
LAWRENCE BRUCE SEIDMAN
Executive Officer · 2.5%
1380234
Michael Lee Hammer
Executive Officer · 2.5%
4308938