Veraison Asset Management, LLC

Veraison Asset Management, LLC provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and small institutions, and tailors investment programs across equities, fixed income, ETFs, mutual funds, and alternative investments. The firm also works with business entities and discloses access to private-equity and private-credit investment opportunities sponsored by an affiliated manager, which can include pooled investment arrangements.

The adviser combines fundamental, quantitative, and technical analysis and implements long-term asset allocation with tactical adjustments; client accounts are managed on a discretionary basis and formally reviewed at least quarterly. Fees are charged on an asset-based basis and detailed in each client’s advisory agreement, with the brochure noting that fee and investment arrangements are evaluated for suitability on a case-by-case basis.

Operating as a single-advisor boutique with a small client base and roughly $15 million in assets under management, Veraison focuses on higher-net-worth and institutional relationships rather than smaller retail clients. The firm discloses the managing member’s minority ownership in an affiliated sponsor of private transactions as a potential conflict and states it informs clients and assesses each affiliated opportunity solely on its merits.