VERGE FUND
Firm details
- Headquarters
- ALBUQUERQUE, New Mexico
- CRD number
- 307312
- Website
- www.vergefund.com
Firm profile
FINTRXOverview
Verge Fund operates as a Limited Liability Company and is primarily engaged in the sale of other financial products. The firm is classified as unclassified and does not serve as a capital allocator. Its activities include managing pooled investment vehicles, where it acts as a sponsor, general partner, and managing member. Verge Fund does not actively pursue ESG investments and does not operate as a multi-state adviser. The firm is not newly formed and does not have affiliations with pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2WILLIAM BICE
President and CEOCRD 6382602
RON MCPHEE
Chief Executive OfficerCRD 6382604
Contacts
2 of 2THOMAS STEPHENSON
Board MemberCRD 6382587
EDWARD LUJAN
MemberCRD 1031223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALBUQUERQUE, NM
BERNALILLO
Location
ALBUQUERQUE, NM
Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- BERNALILLO
- Address
- 317 Commercial St NE
- Time zone
- MT (UTC-7)
- Office locations
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