Key facts
- VERTEX PARTNERS is a other based in DOWNERS GROVE, IL with 2 tracked portfolio companies.
- Notable positions include Donut Robotics, Spiral (Aerospace and Defense).
- VERTEX PARTNERS reports $2.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 316839- Regulatory AUM
- $2.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 20
- Registered office
- DOWNERS GROVE, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as VERTEX PLANNING PARTNERS, LLC).
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Portfolio, priced
2 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Donut Robotics | — | — | — | |
| Spiral (Aerospace and Defense) | — | — | — |
Frequently asked
- What companies does VERTEX PARTNERS invest in?
- VERTEX PARTNERS has 2 recorded portfolio companies, including Donut Robotics, Spiral (Aerospace and Defense).
- What is VERTEX PARTNERS's AUM?
- VERTEX PARTNERS manages approximately $2.3M in assets.