Veraison Asset Management, LLC

**Veraison Asset Management, LLC Summary:** Veraison Asset Management, LLC, a California limited liability company, is a registered investment adviser specializing in flexible investment management programs. The firm, established on March 1, 2009, is owned by Dana Point Ventures, LLC, with Paul Joseph Hegener, Jr. as the managing member. Veraison offers discretionary advice to separately managed accounts and pooled investment vehicles, assisting clients in determining investment objectives and needs. The firm's services include asset allocation, investment selection, and tailored advisory services based on client requests. Clients typically include high-net-worth individuals with a minimum investment requirement of $500,000 for separately managed accounts. Fees are individually negotiated, with management fees ranging from approximately 1.5% to 3% based on assets under management. Performance fees, ranging from 0% to 5%, are charged based on annual net income/appreciation. Veraison does not participate in wrap fee programs and does not charge fees in advance for separately managed accounts. The firm maintains a privacy policy to protect client information and complies with regulatory requirements. Investment strategies may involve high trading volumes, options, derivatives, and leverage, with a focus on risk management. Veraison reviews client accounts weekly and provides quarterly performance reports. Paul Joseph Hegener, Jr., the firm's President and Managing Member, has a background in investment banking and oversees all operations. The firm's investment philosophy aims to align its interests with clients' goals while managing potential conflicts of interest. For more detailed information, visit the SEC's website or contact Veraison Asset Management directly.