# Veteri Place Corporation

> Veteri Place Corporation is an SEC-registered investment advisory firm in Parsippany, NJ, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 160664
- Filed as: VETERI PLACE CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Parsippany, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160664
- AdvisorCensus page: https://advisorcensus.com/firm/veteri-place-corporation-parsippany-nj-160664

## Quick answers

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

**How much does Veteri Place Corporation charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% to 3% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Veteri Place Corporation located?**
Veteri Place Corporation's principal office is in Parsippany, NJ, according to its Form ADV.

**Is Veteri Place Corporation registered with the SEC or a state?**
Veteri Place Corporation is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 160664.

**How much does Veteri Place Corporation manage?**
Veteri Place Corporation reports $150,692,458 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Veteri Place Corporation's assets and staff changed since 2021?**
In the Form ADV data for Veteri Place Corporation: Regulatory assets under management: $179,529,521 in the October 2021 data and $150,692,458 in the October 2026 data, down 16%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Veteri Place Corporation serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Veteri Place Corporation report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160664

**What changed in Veteri Place Corporation's recent Form ADV filings?**
In the April 2026 filing data: 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
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 1% to 3% a year (a range, as the brochure states it)

> Veteri generally charges Clients a quarterly management fee calculated at an annual rate ranging from 1% to 3%, subject to negotiation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $150,692,458
- Discretionary: $150,692,458
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $150,692,458 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160664

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,529,521 | 2 | March 15, 2021 |
| October 2022 | $177,053,832 | 2 | March 22, 2022 |
| October 2023 | $169,973,573 | 2 | March 24, 2023 |
| October 2024 | $156,881,380 | 2 | March 29, 2024 |
| October 2025 | $155,531,153 | 2 | March 26, 2025 |
| October 2026 | $150,692,458 | 2 | March 30, 2026 |

Regulatory assets under management: $179,529,521 in the October 2021 data and $150,692,458 in the October 2026 data, down 16%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 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. Veteri Place Corporation (CRD 160664): Form ADV filing data as of October 2026.