Veritas Asset Management Llp
- Regulatory AUM
- $19.1B
- Discretionary
- $19.1B
- Clients
- 40
- Avg AUM / client
- $478M
- Accounts
- 40
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Asset allocation (SMA assets by investment type)
as of Mar 26, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $275M | 1.44% |
| Pooled investment vehicles (non-investment companies) | 7 | $5.3B | 27.4% |
| Pension and profit sharing plans | 23 | $10.9B | 57.0% |
| Charitable organizations | 3 | $529M | 2.77% |
| State or municipal government entities | 2 | $1.9B | 9.81% |
| Insurance companies | 1 | $302M | 1.58% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Headley, Andrew, Nicholas | Partner | Oct 2014 (12y) | 5% – 10% | |
| Moitysee, Alison, Natalie | Chief Compliance Officer | Oct 2014 (12y) | Less than 5% | |
| Sun, Xuejun | Partner | Oct 2014 (12y) | 5% – 10% | |
| Burgess, Antony, Paul | Managing Partner | Jan 2019 (8y) | Less than 5% | |
| Lakin, Nicola, Louise | Chief Operating Officer & Partner | Nov 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vam Bidco Limited | Corporate Partner | Oct 2014 | A | 50% – 75% |
| Affiliated Managers Group Inc | Ultimate Parent Company | Oct 2014 | B | ≈ 21.09% – 75% via Amg New York Holdings Corporation |
| Amg Uk Holdings Ltd | Holding Company | Oct 2014 | B | ≈ 37.5% – 75% via Vam Bidco Limited |
| Amg New York Holdings Corporation | Holding Company | Oct 2014 | B | ≈ 28.13% – 75% via Amg Uk Holdings Ltd |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Affiliated Managers Group Inc: 75% – 100% of Amg New York Holdings Corporation × 75% – 100% of Amg Uk Holdings Ltd × 75% – 100% of Vam Bidco Limited × 50% – 75% direct ≈ 21.09% – 75% of the firm
- Amg Uk Holdings Ltd: 75% – 100% of Vam Bidco Limited × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Amg New York Holdings Corporation: 75% – 100% of Amg Uk Holdings Ltd × 75% – 100% of Vam Bidco Limited × 50% – 75% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗