# Verso Partners

> Verso Partners is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 318319
- Filed as: VERSO PARTNERS
- Legal name: Verso Partners LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318319
- AdvisorCensus page: https://advisorcensus.com/firm/verso-partners-san-francisco-ca-318319

## Quick answers

**How is Verso Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Verso Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Verso Partners located?**
Verso Partners' principal office is in San Francisco, CA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Verso Partners registered with the SEC or a state?**
Verso Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318319.

**How much does Verso Partners manage?**
Verso Partners reports $521,595,383 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Verso Partners' assets and staff changed since 2022?**
In the Form ADV data for Verso Partners: Regulatory assets under management: $310,647,138 in the October 2022 data and $521,595,383 in the October 2026 data, up 68%. Total employees: 3 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Verso Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Verso Partners 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/318319

**What changed in Verso Partners' recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 4. Changed its office addresses in Dallas, TX.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $521,595,383
- Discretionary: $521,595,383
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $521,595,383 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @versopartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $310,647,138 | 3 | March 4, 2022 |
| October 2023 | $510,913,898 | 3 | March 20, 2023 |
| October 2024 | $532,262,099 | 6 | March 25, 2024 |
| October 2025 | $547,051,148 | 7 | March 28, 2025 |
| October 2026 | $521,595,383 | 6 | February 26, 2026 |

Regulatory assets under management: $310,647,138 in the October 2022 data and $521,595,383 in the October 2026 data, up 68%.
Total employees: 3 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Changed its office addresses in Dallas, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verso Partners (CRD 318319): Form ADV filing data as of October 2026.