Verger Capital Management
Firm details
- Headquarters
- Winston Salem, North Carolina
- CRD number
- 170125
- Registered since
- June 5, 2014
- Website
- www.vergercapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL FINANCIAL SERVICES LLC, MORGAN STANLEY & CO. LLC, FIFTH THIRD SECURITIES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles86.4%
- Other13.6%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Verger Capital Management is an SEC-registered hedge fund organized as a limited liability company that has been operating since 2014. The firm serves an institutional client base and charges fees as a percentage of assets under management. It performs portfolio management for pooled investment vehicles and for businesses or institutions, and it also selects and oversees other advisers. Verger is registered as a CPO/CTA and is active in sponsor/GP and managing-member roles for pooled vehicles, indicating they both run and seed investment vehicles rather than acting solely as a passive allocator. The firm flags itself as an active ESG investor, suggesting environmental, social, and governance considerations factor into investment selection. It is not structured as a capital allocator in the sense of committing capital only to third-party managers; rather, it both advises its own pooled vehicle(s) and allocates to outside managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds16%
- Other4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4
Jeffrey Manning
Chief Financial OfficerCRD 7121252

James Dunn
Chief Executive OfficerCRD 2719819

Vicki West
Chief Operating OfficerCRD 4213038
Contacts
3 of 9
Scott Reckamp
Registered RepresentativeCRD 3194998

Craig Thomas
Managing Director, InvestmentsCRD 6331383
Matthew King
Member Board Of ManagersCRD 6049903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$343M in ETFs
100%
$343M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $88.1M | 561,194 | 25.67% |
Location
Winston Salem, NC
Forsyth
Location
Winston Salem, NC
Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Forsyth
- Address
- 751 W 4th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Salem Investment Counselors Inc
RIAWinston Salem, NC
Five Points Capital LLC
RIAWinston Salem, NC
Sheets Smith Wealth Management
RIAWinston Salem, NC
Arbor Investment Advisors
RIAWinston Salem, NC
Semmax Financial Advisors, Inc.
RIAWinston Salem, NC
Three Magnolias Financial Advisors
RIAWinston Salem, NC