# Verdis Investment Management, LLC

> Verdis Investment Management, LLC is an SEC-registered investment advisory firm in West Conshohocken, PA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 134445
- Filed as: VERDIS INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134445
- AdvisorCensus page: https://advisorcensus.com/firm/verdis-investment-management-llc-west-conshohocken-pa-134445

## Quick answers

**How is Verdis Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Verdis Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Verdis Investment Management, LLC located?**
Verdis Investment Management, LLC's principal office is in West Conshohocken, PA, according to its Form ADV.

**Is Verdis Investment Management, LLC registered with the SEC or a state?**
Verdis Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 134445.

**How much does Verdis Investment Management, LLC manage?**
Verdis Investment Management, LLC reports $496,969,429 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have Verdis Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Verdis Investment Management, LLC: Regulatory assets under management: $425,460,186 in the October 2021 data and $496,969,429 in the October 2026 data, up 17%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verdis Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); high net worth individuals (2); charitable organizations (1).

**Which custodians does Verdis Investment Management, LLC use?**
Verdis Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Verdis Investment Management, LLC report any disciplinary disclosures?**
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/134445

**What changed in Verdis Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $496,969,429
- Discretionary: $496,969,429
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $82,228,615 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $413,591,520 |
| Charitable organizations | 1 | $1,149,294 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stillpondllc.com
- verdisinvestment.com
- LinkedIn @verdis-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $425,460,186 | 12 | March 24, 2021 |
| October 2022 | $482,069,519 | 13 | March 30, 2022 |
| October 2023 | $452,027,342 | 12 | March 24, 2023 |
| October 2024 | $468,910,486 | 12 | March 20, 2024 |
| October 2025 | $497,959,583 | 11 | March 20, 2025 |
| October 2026 | $496,969,429 | 11 | April 7, 2026 |

Regulatory assets under management: $425,460,186 in the October 2021 data and $496,969,429 in the October 2026 data, up 17%.
Total employees: 12 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verdis Investment Management, LLC (CRD 134445): Form ADV filing data as of October 2026.