VERDIS INVESTMENT MANAGEMENT, LLC

CRD 134445File 801-65821

APPROVED

Retail clients

Custody

Filing as of Apr 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$497.0M

Above cohort median (national)

Discretionary AUM

$497.0M

Clients

10 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jan 27, 2006
Principal office: ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1150, WEST CONSHOHOCKEN, PA, 19428
Phone: 610-397-1600
Website: HTTP://WWW.VERDISINVESTMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $497.0M
Discretionary AUM: $497.0M
Non-discretionary AUM: $0
Discretionary accounts: 10
Non-discretionary accounts: 0
Total accounts: 10
AUM per client: $49.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	Fewer than 5	$82.2M
Pooled investment vehicles	7	$413.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.