Data / Investment advisers / Georgia / Verisail Partners, LLC
Verisail Partners, LLC, Chamblee, GA: $284 million AUM, SEC registered investment adviser
Verisail Partners, LLC is an SEC registered investment adviser with its main office in Chamblee, Georgia and reports $284 million in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 153751
- SEC file number
- 801-113771
- SEC status
- Approved, effective August 7, 2018
- Main office
- 5256 Peachtree Road Suite 170, Chamblee, GA 30341
- Phone
- (404) 220-7662
- Regulatory AUM
- $283,605,000 in the Form ADV filed June 3, 2026
- Discretionary AUM
- $283,605,000
- Accounts
- 1,017
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 262 | $282.8 million |
| Pension and profit sharing plans | 8 | $807,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $283.6 million | March 25, 2026 |
| December 1, 2025 | $251.1 million | January 23, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grove Mountain Partners, LLC | Atlanta | $307.7 million | 4 | adviserinfo.sec.gov |
| Monterey Wealth | Atlanta | $300.1 million | Not listed | adviserinfo.sec.gov |
| Tandemgrowth Financial Advisors, LLC | Alpharetta | $297 million | Not listed | adviserinfo.sec.gov |
| Estate Management Counselors,Llc | Atlanta | $294.3 million | Not listed | adviserinfo.sec.gov |
| Baugh & Associates, LLC | Atlanta | $294.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving pension and profit sharing plans
- Verisail Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.