Vericimetry Advisors Llc
- Regulatory AUM
- $164M
- Discretionary
- $164M
- Clients
- 1
- Avg AUM / client
- $164M
- Accounts
- 1
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $164M | 100.0% |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angel, Robin, Sheryl | Trustee | Aug 2009 (17y) | 25% – 50% of Berman Family Trust (indirect) | |
| Elizondo, Carlos, Alberto | Manager | Jan 2011 (16y) | ≈ 1.25% – 5% via Eight Reales Capital Investments | |
| Smith, Richard, Elliott | Sole Member | Mar 2011 (15y) | 75% or more of Resiii Llc (indirect) | |
| Davila, Ruben, Allen | Elected Manager | Sep 2011 (15y) | 5% – 10% | |
| Berman, Corey | Member | Mar 2012 (14y) | 5% – 10% | |
| Hoffman, Ernest, B. | Member | Mar 2012 (14y) | 5% – 10% | |
| Fygenson, Mendel | Chief Executive Officer, Elected Manager | Sep 2014 (12y) | 75% or more | |
| Thomas, Christopher, Hughes | Chief Compliance Officer | Sep 2014 (12y) | Less than 5% | |
| Asano, John | Member | Mar 2024 (2y) | Less than 5% | |
| Berkin, Larry, Nmn | Member | Mar 2024 (2y) | Less than 5% | |
| Bradford, Patrick, Thurman | Member | Mar 2024 (2y) | Less than 5% | |
| Stalter, Ira, Alfred | Member | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robin Angel Trust | Owner | Mar 2021 | A | 10% – 25% |
| Eight Reales Capital Investments | Member | Sep 2011 | A | 5% – 10% |
Estimated effective ownership (look-through of filed bands):
- Elizondo, Carlos, Alberto: 25% – 50% of Eight Reales Capital Investments × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗