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LC VERO MANAGER

Legal name: LC VERO MANAGER LLC

CRD 338361File 801-134421
APPROVED
Custody
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$205.6M
Below cohort median (national)
Discretionary AUM
$205.6M
Clients
4
4 accounts
Employees
3
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 13, 2025
Principal office
650 5TH AVE, FL 20, NEW YORK, NY, 10019
Phone
917-657-5639

Assets & accounts

ADV Item 5F
Total regulatory AUM
$205.6M
Discretionary AUM
$205.6M
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$51.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$205.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees

Advisory activities

  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
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

DateFieldFromToChange
Sep 16, 2026CustodyNoYes
Aug 23, 2026CustodyYesNo
Apr 1, 2026RegistrationAPPROVED-120APPROVED
Mar 1, 2026Clients764decreased by72
Mar 1, 2026AUM$70,320,000$205,620,000increased by$135,300,000
Mar 1, 2026Accounts764decreased by72
Dec 1, 2025Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LC VERO” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LC VERO” may also match similarly-named firms). Confirm identity against each filing.

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.