Versant Capital Management

EST. AUM
$1,810,752,988

CONTACTS
4

CLIENT ACCOUNTS
1,678

Firm Details

Metro area Phoenix
CRD Number 131692
Website versantcm.com
Client types

Overview

Versant Capital Management is an independent, fee-only registered investment advisor founded in 2004, with offices in Phoenix, Arizona, and Dallas, Texas. The firm specializes in providing comprehensive wealth management and investment services tailored to high-net-worth individuals, families, and multi-generational households. Versant employs a disciplined, evidence-based approach to investment portfolio management, emphasizing global diversification, risk management, and tax-efficient strategies. Their core services include investment portfolio management, wealth management, family office services, retirement planning, and liquidity and exit planning for business owners. They also offer alternative investment opportunities such as private equity, private credit, real estate, and venture capital, aiming to enhance returns and diversify portfolios. Versant's approach integrates personalized financial planning, estate planning, philanthropic guidance, and family governance to help clients achieve their financial objectives while preserving wealth across generations. The firm is committed to fostering collaborative relationships, ensuring transparency, and aligning economic and emotional interests to build long-term financial success for its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Versant Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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