Multi-Family OfficeRIA · CRD 339867

Updated:

Veritas Private Wealth Management

VERITAS PRIVATE WEALTH MANAGEMENT is a state-registered investment adviser in FRANKLIN, TN. The firm manages approximately $210,000 in regulatory assets.

Veritas Private Wealth Management

VERITAS PRIVATE WEALTH MANAGEMENT is a state-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

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

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 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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