AUMdb

Veritas Asset Management Llp

SEC-registered Institutional / Pension Advisor · Large ($10B–$100B) CRD 174314 · SEC file 801-89169 · London · WWW.VAMLLP.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$19.1B
Discretionary
$19.1B
Clients
40
Avg AUM / client
$478M
Accounts
40
Employees
42

AUM over time

$16.1B $34.5B
Dec 2014 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 26, 2026

Asset allocation (SMA assets by investment type)

as of Mar 26, 2026
Exchange-traded equities
$18.6B 97%
Cash & equivalents
$574M 3%

Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.

Who they serve

Client typeClientsAUM% of AUM
Investment companies 4 $275M 1.44%
Pooled investment vehicles (non-investment companies) 7 $5.3B 27.4%
Pension and profit sharing plans 23 $10.9B 57.0%
Charitable organizations 3 $529M 2.77%
State or municipal government entities 2 $1.9B 9.81%
Insurance companies 1 $302M 1.58%

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Headley, Andrew, Nicholas Partner Oct 2014 (12y) 5% – 10%
Moitysee, Alison, Natalie Chief Compliance Officer Oct 2014 (12y) Less than 5%
Sun, Xuejun Partner Oct 2014 (12y) 5% – 10%
Burgess, Antony, Paul Managing Partner Jan 2019 (8y) Less than 5%
Lakin, Nicola, Louise Chief Operating Officer & Partner Nov 2021 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Vam Bidco Limited Corporate Partner Oct 2014 A 50% – 75%
Affiliated Managers Group Inc Ultimate Parent Company Oct 2014 B ≈ 21.09% – 75% via Amg New York Holdings Corporation
Amg Uk Holdings Ltd Holding Company Oct 2014 B ≈ 37.5% – 75% via Vam Bidco Limited
Amg New York Holdings Corporation Holding Company Oct 2014 B ≈ 28.13% – 75% via Amg Uk Holdings Ltd

Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Affiliated Managers Group Inc: 75% – 100% of Amg New York Holdings Corporation × 75% – 100% of Amg Uk Holdings Ltd × 75% – 100% of Vam Bidco Limited × 50% – 75% direct ≈ 21.09% – 75% of the firm
  • Amg Uk Holdings Ltd: 75% – 100% of Vam Bidco Limited × 50% – 75% direct ≈ 37.5% – 75% of the firm
  • Amg New York Holdings Corporation: 75% – 100% of Amg Uk Holdings Ltd × 75% – 100% of Vam Bidco Limited × 50% – 75% direct ≈ 28.13% – 75% 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)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.15 MB 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
  • Performance-based fees

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

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 26, 2026.

View current Form ADV (SEC/IAPD) ↗