Veritable is a multi-family office in Newtown Square, Pennsylvania. Pathstone acquired the firm, but it still operates independently. Established in 1986, the firm provided comprehensive investment consultation to wealthy individuals and families, and also managed accounts for pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Its stated goal is to maximize clients' after-tax returns while keeping risk acceptable. Following careful study of each client's unique situation, it produces a tailored investment plan, which acts as the roadmap guiding the consulting relationship.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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