# Achieving Veritas

Achieving Veritas is a Multi Family Office based in St. Augustine, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** St. Augustine, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** achievingveritas.com

## Regulatory record

- **CRD number:** 327170
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327170

## About

ACHIEVING VERITAS LLC is a state-registered investment adviser in ST. AUGUSTINE, FL. The firm manages approximately $70 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Mobility & Transportation
- Energy Transition & Renewables
- Healthcare Services
- Media & Entertainment

## People

- Nelson Davis — Chairman & Managing Director
- Erik Westreich — Managing Director

## Questions

### Who runs investment decisions at Achieving Veritas?

Nelson Davis serves as Chairman and Managing Director with primary authority over investment decisions. Erik Westreich, also a Managing Director, shares senior responsibilities. The firm operates with a small senior team and relies on operating partners within portfolio companies for deal origination and execution, rather than a large centralized investment committee structure typical of institutional allocators.

### How does Achieving Veritas source proprietary deal flow?

The firm embeds deal origination inside its affiliated operating companies, a departure from the broker-driven sourcing that dominates middle-market investing. For example, its healthcare services platform directly identifies and negotiates physician practice acquisitions, bypassing auction processes. This operating-partner model generates proprietary pipeline but limits the firm's ability to scale rapidly across unrelated sectors.

### What is Achieving Veritas's known posture on co-investments alongside external GPs?

While the firm does not market co-investment opportunities broadly, it has structured select deals with co-investors on a deal-by-deal basis. Its private credit and real estate vehicles occasionally bring in outside capital from other family offices and high-net-worth individuals, though these relationships are managed discreetly and rarely publicized.

## Related profiles

- [Tilatti Wealth Management](https://altss.com/profile/tilatti-wealth-management-llc)

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Last updated: 2026-07-06T01:24:10.792Z

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