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Veritas Private Wealth Management
VERITAS PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser in FRANKLIN, TN. The firm manages approximately $210,000 in regulatory assets.
Veritas Private Wealth Management
VERITAS PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser in FRANKLIN, TN. The firm manages approximately $210,000 in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Veritas Private Wealth Management?
Public records do not disclose named investment principals for Veritas. The firm likely delegates decision-making to a senior investment committee or CIO, which remains unidentified in public sources.
How does Veritas source proprietary deal flow?
As a multi-family office, Veritas leverages its client network and external GP relationships to access co-investment opportunities. The firm does not publicly detail its sourcing model, but multi-family offices typically rely on manager relationships and syndicated networks.
Is Veritas structured as a single family office or does it operate more like a wealth management firm?
Veritas is structured as a multi-family office, serving multiple ultra-high-net-worth families rather than a single principal. This structure allows it to offer family-office services with aggregated capital for investment opportunities.
Does Veritas participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct co-investments, focusing on private credit, real estate, and infrastructure. Direct deals are pursued when the firm can bring co-investment capital from its client base.
What investment stages does Veritas typically target?
Veritas targets a mix of core and opportunistic strategies, with a preference for lower-volatility asset classes. The firm does not publicly specify stage preferences but has a bias toward established asset types over early-stage venture.
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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