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GM

Greg Mainzer

VERITION FUND MANAGEMENT LLC
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 6540593
GM

Professional summary

Greg Mainzer is a registered financial advisor currently at VERITION FUND MANAGEMENT LLC located in Dallas, Texas.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Greg has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Mainzer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 17, 2025 - Present

VERITION FUND MANAGEMENT LLC

Office #1: 100 Cresent Court Suite 700, Dallas, TX 75201
RIA
CRD#: 156610
Dallas, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VERITION FUND MANAGEMENT LLC
HAO ADVISORS, LLC | VERITION FUND MANAGEMENT LLC

CRD#: 156610 / SEC#: 801-74000

RIA
Registered Investment Advisory firm - (3/30/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/17/2025)

Exams

Current Firm

VF
VERITION FUND MANAGEMENT LLC
HAO ADVISORS, LLC | VERITION FUND MANAGEMENT LLC

CRD#: 156610 / SEC#: 801-74000

RIA
Registered Investment Advisory firm - (3/30/2012 Approved)
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Contact information

Main Address
One American Lane, Greenwich, CT 06831-9998
Mailing Address
Phone number
(203) 742-7700
Established
Firm type
Fiscal year end
# of Employees
749

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

VERITION FUND MANAGEMENT LLC FORM ADV PART 2A (1/14/2026)

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 130,510,107,269

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VERITION FUND MANAGEMENT LLC

CRD#: 156610Dallas, TX 75201

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