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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $15.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $4.8M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

29

name start date
Sonia Florio Peterson
March 2004
Jonathan David Scott
July 2004
Jeffrey Allan Beachell
March 2004
Jeannette Leigh Kleeman
April 2014
Matthew Everett Taylor
March 2004

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Archean Capital Partners Ii, L.L.C. IAR $282,301,000
    General Partner of Archean Capital Partners (Master) Fund Ii, L.P. -- --
    General Partner of Archean Capital Partners I, L.P. -- --
    General Partner of Veritable Affiliated Funds -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Aaron Stolper Partner, Chief Executive Officer March, 2004 5% to 10%
      Thomas Dennis Mahoney Partner, Chief Risk Officer August, 2010 less than 5%
      James D. Mccall Partner, Senior Compliance Officer January, 2015 less than 5%
      Vanessa Edith Kyranakis Partner, Chief Financial Officer June, 2017 less than 5%
      John Joseph Scuteri Partner, Chief Operations Officer April, 2005 less than 5%
      Charles Paxson Keates Partner, General Counsel, Chief Compliance Officer July, 2007 less than 5%
      Darren Andrew Bramen Partner March, 2004 less than 5%
      Brett Ian Rubinson Partner March, 2004 less than 5%
      David Michael Belej Partner, Chief Investment Officer April, 2004 less than 5%
      Jeffrey Allan Beachell Partner March, 2004 less than 5%
      Robert Kevin Stetson Partner March, 2004 less than 5%
      Jonathan David Scott Partner March, 2004 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees