Chief Investment Officer · Verum Partners LLC
Patrick R. Raminski
CRD 5288642 · Named on Form ADV at one SEC-registered adviser
At a glance
Verum Partners LLC, an SEC-registered wealth manager based in Charlotte, NC with $1.0 billion in regulatory assets, lists Patrick R. Raminski on its Form ADV as Chief Investment Officer.
Firms and roles
- Verum Partners LLCChief Investment OfficerWealth manager · Charlotte, NC · $1.0B in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Oliver R. CrossFounding Partner, Senior Adviser, Verum Partners LLC
- Abigail A. BennettFounding Partner, Adviser, Head of Strategic Initiatives, Verum Partners LLC
- Holly F. SkipperFounding Partner, Chief Compliance Officer, Chief Operating Officer, Verum Partners LLC
- Dustin A. BarrFounding Partner, Senior Adviser, Verum Partners LLC
- Robert C. GammonFounding Partner, Senior Adviser, Verum Partners LLC
1 more person named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.