Vere Chappell
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About
Vere Chappell primarily provides investment management for pooled investment vehicles and institutional clients, as described in its Form ADV Part 2A (see Item 7). The brochure also indicates the firm may work with individual, non‑high‑net‑worth clients on a limited basis.
The firm describes discretionary management and its investment methods in Item 8 and related sections of the brochure. Its fee disclosures (Item 5) show the use of hourly fee arrangements and the absence of a standard percentage‑of‑assets‑under‑management fee model.
The firm’s Form ADV discloses an affiliation with an accounting firm and identifies accounting activities as part of its business (Item 10), a structure that is uncommon among investment managers. The brochure also includes disclosure events (Item 9), which prospective clients should review when assessing the firm alongside its institutional focus.
Client services
Fee options
Main office
Laguna Hills CA
Advisors at this office
1
Most active in
California
Also doing business as
Adult Industry Financial Services · Chappell, Vere Chambers · Erotic Media Experts, LLC · Vere Chappell
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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