SourcingSourcing

VERSO PARTNERS LP

C33
CRD 318319·SEC 801-123135·SAN FRANCISCO, CA
AUM
$521.6M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERSO PARTNERS LP
CRD
318319
SEC file #
801-123135
EIN
000000000
DBA names
Verso Partners

Economics

AUM
$521.6M
AUM band
$500M-$1B
AUM trajectory
'23'26
$310.6M → $521.6M▲ +68%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
2 advisors → 4 advisors▲ +100%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
linkedin.com/company/versopartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SWEREN, JOSHUA, SETH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SWEREN, JOSHUA, SETH
SILICIANO, MICHAEL, R
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

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:verso.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001935715
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2022-06-29
Edgar Last Filing Date
2025-12-16
Edgar Form D Count
5
Edgar Form D Offerings
2025-12-162025-12-16 · 0000919574-25-007405
2024-12-162024-12-16 · 0000919574-24-007147

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Fidelity9
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
655 MONTGOMERY ST.SUITE 840SAN FRANCISCO, CA 94111
Business
655 MONTGOMERY ST.SUITE 840SAN FRANCISCO, CA 94111
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-16 · 0000919574-25-007405
D/A2024-12-16 · 0000919574-24-007147
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5657875
Trust Company Affiliate
No

People (3)

3
SWEREN, JOSHUA, SETH
Direct Owner · 62.5%
5657875
MICHAEL R SILICIANO
Direct Owner · 37.5%
5372073
HU, EMILY, DEBORAH
Executive Officer · 2.5%
7515254