Key facts
- Notable investors include Emigrant Partners.
- Status: Privately Held (backing).
Leadership
- Charles HoltManaging Director & Partner
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Verdence Capital Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Verdence Capital Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Verdence Capital Advisors
Operator of a private wealth advisory and multi-family office firm intended to provide investment management services. The company offers estate, tax, and financial planning, as well as portfolio construction and wealth management services to individuals, institutions, trusts, and private clients.
- Sector
- Business Products and Services (B2B)
- HQ
- Hunt Valley, MD, United States
- Employees
- 50
- Website
- verdence.com/
- Ownership
- Privately Held (backing)
Verdence Capital Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Verdence Capital Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Verdence Capital Advisors in its N-PORT filings yet. We sweep new filings monthly.