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Verdence Capital Advisors
Verdence Capital Advisors was established in 2017 by Leo Kelly, who previously led Kelly Wealth Management inside the HighTower platform. The wealth origin...
Verdence Capital Advisors
Verdence Capital Advisors was established in 2017 by Leo Kelly, who previously led Kelly Wealth Management inside the HighTower platform. The wealth origin traces to principals with backgrounds in investment advisory and private banking. The firm operates from Hunt Valley, Maryland as a registered investment advisor serving U.S. clients. The firm allocates across private equity, real estate, private credit, hedge funds, commodities and infrastructure. It executes through direct co-investments, SPVs and fund commitments. Confirmed exposures include mixed-use real estate, farmland and commodity positions. Geographic reach covers North America, Europe and Asia. Investment stages span seed through mature opportunities. The firm maintains the Verdence Foundation for philanthropic activities. It lists Leo Kelly as a recurring member of Barron's advisor rankings and holds membership in NAPFA. No additional offices or headcount figures are disclosed. Verdence separated from HighTower in 2017 to operate independently. The firm combines an RIA structure with a dedicated private real estate platform and an OCIO-style division. This architecture allows direct control over asset allocation while offering family-office style services to multiple client families.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
4B (Altss estimate)
Location
Region
North America
Country
United States
City
Hunt Valley
Corporate office
Hunt Valley, MD, United States
Principals
Leo Kelly
CEO and Managing Partner
Megan Horneman
Chief Investment Officer
Rich Rosa
Managing Director and Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Verdence Capital Advisors?
Leo Kelly serves as CEO and Managing Partner. Megan Horneman holds the Chief Investment Officer title and also leads the Verdence Foundation.
Is Verdence Capital Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office and registered investment advisor serving multiple high-net-worth families and executives.
What asset classes does Verdence Capital Advisors deploy into?
Allocations include private equity, real estate, private credit, hedge funds, commodities and infrastructure through direct co-investments and fund commitments.
Where does the underlying wealth behind Verdence Capital Advisors originate?
Wealth traces to principals who built careers in investment advisory and private banking before launching the independent platform in 2017.
Does Verdence Capital Advisors maintain philanthropic structures?
Yes. The Verdence Foundation handles philanthropic and mission-related activities separate from the core investment platform.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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