V

Veros Capital Management, Inc.

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 2 employees

About

Veros Capital Management is an independent investment adviser that intends to provide continuous portfolio management services to both individual and institutional clients and may serve as a sub‑advisor on accounts of other registered advisers; the brochure notes the firm is currently inactive. It describes its advisory business as centered on managed account strategies delivered through its proprietary product suites rather than standalone financial planning or brokerage services.

The firm’s investment approach is quantitative and model‑driven, relying on proprietary automated eManager predictive-technology models to construct and optimize portfolios across a range of strategies (branded MaxFolios, VeroFolios, SelectFolios and HedgeFolios). These strategies include long‑only and long/short equity approaches, seek to minimize tracking error and downside volatility relative to benchmarks, and emphasize automated trading and dynamic sector rotation.

Noteworthy distinctions relative to many small independent advisers include the availability of performance‑based fee arrangements for eligible or qualified clients and an expressed willingness to manage institutional mandates or serve institutional clients and sub‑advisor roles—features that are uncommon among solo independent firms. The brochure also highlights the firm’s affiliation with a predictive‑technology software parent and its prior operation of private investment funds (now closed), reflecting a technology‑centric and institutional orientation despite the firm’s small size and current inactive status.

Client services

Portfolio management

Expertise

Active portfolio management Factor investing / smart beta

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Fee options

Percentage

$0 - $5 million: 0.50% to 2.00% (varies by strategy and performance) $5 million - $10 million: 0.30% to 1.50% (varies by strategy and performance) $10 million - $25 million: 0.20% to 1.25% (varies by strategy and performance) $25 million+: Negotiable

Performance-based

Performance fees of 20% on gains for HedgeFolios; MaxFolios offer performance-based fees above benchmarks only to qualified clients.

Other

Account minimum: $100,000 Fee-only: Annual portfolio management fees tiered by asset level with ranges from 0.50% up to 2.00%, negotiable above $25 million; flat rates vary by Folio product and performance.

Main office

2333 N. Broadway, Suite 350

Santa Ana CA 92706

Advisors at this office

1

Most active in

California

Also doing business as

Veros Asset Management Inc. · Veros Capital Management, Inc. · Veros Financial Solutions, LLC

Disclosures

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Business activities & affiliations

Quick links

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