{
  "crd_number": 337379,
  "slug": "verbena-value-lp-westport-ct-337379",
  "primary_business_name": "VERBENA VALUE LP",
  "legal_name": "VERBENA VALUE LP",
  "dbas": [],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-11",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 1000000000.0,
  "raum_discretionary": 1000000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1000000000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337379",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/verbena-value-lp-westport-ct-337379",
  "display_name": "Verbena Value LP",
  "summary": "Verbena Value LP is an SEC-registered investment advisory firm in Westport, CT, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Verbena Value LP (CRD 337379): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Verbena Value LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Verbena Value LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Verbena Value LP located?",
      "a": "Verbena Value LP's principal office is in Westport, CT, according to its Form ADV."
    },
    {
      "q": "Is Verbena Value LP registered with the SEC or a state?",
      "a": "Verbena Value LP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337379."
    },
    {
      "q": "How much does Verbena Value LP manage?",
      "a": "Verbena Value LP reports $1,000,000,000 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Verbena Value LP's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Verbena Value LP: Total employees: 9 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Verbena Value LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Verbena Value LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337379"
    },
    {
      "q": "What changed in Verbena Value LP's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Employees performing advisory functions went from 9 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 9,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1000000000.0,
      "total_employees": 9,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 9 to 8."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/verbena-value-lp-westport-ct-337379.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1000000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337379",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}