Veredus Asset Management LLC (Louisville)


Veredus Asset Management LLC is a large advisory firm based in Louisville. It manages $3.55 billion of regulatory assets for 1,754 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Veredus Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Veredus Asset Management: assets under management

The assets under management (AUM) of Veredus Asset Management LLC is $3.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 421% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Veredus Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Veredus Asset Management LLC

Stuart Douglas Bilton has been acting as President since 1 Dec 1998. Curtiss Miller Scott joined the executive team most recently as the President, Cio, Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Bruce Anthony Weber President, ceo, director 1 May 1998 25% - 50% 1209843
Charles Patrick Mccurdy Exec. vp, portfolio manger, director 1 May 1998 Other 4378350
James Raymond Jenkins Vice president, coo, director 1 May 1998 Other 4378357
John Stephen Poole Vp business development 1 May 1998 Other 4378386
Charles Francis Mercer Vp, director of research 1 May 1998 Other 2634806
Stuart Douglas Bilton Director 1 Dec 1998 Other 1505305
Inc. Abn Amro North America Newco 40% owner veredus asset management llc 1 Dec 1998 25% - 50% 36-4041138
Inc. Abn Amro Asset Management Holdings 40% owner veredus asset management llc 1 Dec 1998 25% - 50% 36-4041138
Kenneth Craig Anderson Director 1 Aug 2001 Other 1530832
Thomas Leavitt Director 1 Nov 2006 Other 1551506
Scott Marinko Director 1 Nov 2006 Other 2320652
Andrew Alister King Director 1 Nov 2006 Other 5236510
Fortis Bank Sa/Nv 50% owner of veredus asset management llc 1 Apr 2008 50% - 75% foreign entity
Laura Louise Manley Director 1 Apr 2008 Other 5265681
Belgium Government Owner of fortis bank sa/nv 1 Oct 2008 75% - 100% foreign
Charles Francis Mercer Exec. vice president portfolio manager 1 Dec 2008 Other 2634806
Michael Everett Johnson V.p. portfolio manager 1 Dec 2008 Other 2071758
Curtiss Miller Scott President, cio, director 1 May 2009 Other 1551202
Jennifer Jane Doss Secretary, coo 1 May 2009 Other 4338551
John James White Senior portfolio manager, director of research, director 1 May 2009 Other 1669539
John Cletus Holden Senior portfolio manager, director 1 May 2009 Other 4135882
Robert Philip Bordogna Chairman 1 May 2009 Other 2494944
Bosworth Moss Todd Chairman emeritus 1 May 2009 Other 2458695
Casserole Llc Member of llc 1 May 2009 Other applied for

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Abn Amro Bank Nv 100% ownership abn amro north america holding company 1 Mar 1991 75% - 100% 13-2734729
Abn Amro Holding N.V. 100% ownership abn amro bank nv 1 Mar 1991 75% - 100% foreign entity
Abn Amro North America Holding Company 100% owner abn amro north america newco 1 Feb 2001 75% - 100% 36-3737560
Abn Amro Asset Management Holding N.V. 100% owner abn amro asset management holdings,inc. 1 Feb 2001 75% - 100% 36-3737560
Rfs Holdings B.V. 100% owner abn amro holding n.v. 1 Oct 2007 75% - 100% foreign entity
The Royal Bank Of Scotland Plc 38.3% owner rfs holdings b.v. 1 Oct 2007 25% - 50% foreign entity
Fortis Bank Nederland (Holding) N.V. 33.8% owner rfs holdings b.v. 1 Oct 2007 25% - 50% foreign entity
Banco Santander S.A. 27.9% owner rfs holdings b.v. 1 Oct 2007 25% - 50% foreign entity
Robert Paul Prugar Sole owner 1 May 2009 75% - 100% 5664460

Based in Louisville

The principal office where Veredus Asset Management LLC performs its advisory services is located at 6060 Dutchmans Ln, Louisville, KY 40205, which is also the mailing address of the firm. An additional office of the firm is in Louisiville, KY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 502-899-4080 or by fax 502-899-4082. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.veredus.com.