V
Veros Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Veros Capital Management is an investment manager that historically focused on pooled vehicles and institutional mandates rather than individual retail accounts, and its brochure states the firm is currently inactive and not providing advisory services. When active, the firm offered to act as either the primary advisor or a sub‑advisor to pooled funds and to other advisers’ client accounts.
The firm’s investment approach is quantitative and model‑driven, relying on proprietary automated eManager predictive technology to build and optimize portfolios of exchange‑traded funds and publicly traded equities. Its branded strategies (MaxFolios, VeroFolios, SelectFolios and HedgeFolios) covered long‑only, semi‑custom and long/short allocations with an explicit focus on benchmark‑relative performance, tracking‑error control and downside mitigation, and were designed for electronic, basket execution.
Noteworthy aspects compared with many peers include the firm’s direct connection to a predictive‑software parent company and the central role of those proprietary models in strategy design and trade automation. The firm also disclosed negotiated electronic trading arrangements to support automated basket trading and the availability of performance‑based fee arrangements for eligible accounts, as well as the use of techniques such as short selling and leverage that add complexity relative to many managers of similar scale.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $5 million: Varies by strategy and performance tier, e.g., for MaxFolios: 0.50% to 2.00% $5 million - $10 million: Varies by strategy and performance tier, e.g., for MaxFolios: 0.30% to 1.50% $10 million - $25 million: Varies by strategy and performance tier, e.g., for MaxFolios: 0.20% to 1.25% $25 million+: Negotiable
20% performance fee on HedgeFolios; MaxFolios performance-based fees based on exceeding benchmarks, only for qualified clients
Account minimum: $100,000 minimum for most Folios except MaxFolios ($500,000 minimum) and CustomFolios and HedgeFolios ($1,000,000 minimum)
Main office location
Veros Capital Management, Inc.
2333 N. Broadway, Suite 350
Santa Ana CA 92706, United States
Number of offices
1
Most active in
Veros Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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