Asset ManagerRIA · CRD 119630SEC-Registered

Updated:

Verity Investment Partners

VERITY INVESTMENT PARTNERS is an SEC-registered investment adviser in Beaufort, SC, registered since 2005. The firm manages $1.4 billion in assets, $1.4...

Verity Investment Partners

VERITY INVESTMENT PARTNERS is an SEC-registered investment adviser in Beaufort, SC, registered since 2005. The firm manages $1.4 billion in assets, $1.4 billion on a discretionary basis. It has 16 employees and 13 investment advisers.

General information

Firm type

Asset Manager

Year founded

2004

AUM

$500M – $1B (Altss estimate)

Location

Region

North America

Country

United States

City

Beaufort

Corporate office

Beaufort, SC, United States

Principals

Richard T. Fisher

Founder, Chairman & CEO

Britteny Causey

Chief Compliance Officer

Sector focus

Real EstateInfrastructurePrivate CreditEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Verity Investment Partners?

Richard T. Fisher, the founder, serves as Chairman and CEO and is the primary architect of the firm's investment strategy. He oversees sourcing and structuring of the firm's real-asset and private-credit offerings. Britteny Causey is the named Chief Compliance Officer, handling regulatory and operational oversight.

How does Verity Investment Partners source its real estate and infrastructure deals?

The firm sources directly through developer relationships and local market operators concentrated in the Southeastern United States. Because Verity structures investments on a deal-by-deal basis rather than through blind pools, its pipeline depends on long-standing relationships with regional sponsors and property owners in secondary and tertiary Sun Belt markets.

Does Verity Investment Partners operate as a family office or a third-party asset manager?

Verity Investment Partners is an external asset manager, not a single-family office. It raises capital from high-net-worth individuals and family offices through private placements and direct syndications, though its lean structure and deal-by-deal format can resemble some family-office direct-investment programs.

What asset classes does Verity Investment Partners focus on?

The firm concentrates on income-producing real assets, primarily multifamily and single-family residential rental properties, middle-market infrastructure, and real estate bridge lending. It avoids venture capital, growth equity, and public securities, sticking to hard-asset strategies that generate current cash flow.

What is Verity Investment Partners' known posture on co-investments alongside external GPs?

Verity typically acts as the sponsor or structuring agent for its own direct offerings rather than co-investing alongside third-party general partners. The firm's model is built around originating and managing its own property and credit deals, offering individual positions to its investor base.

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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