VERGER CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2014
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$299M
Accounts
11
Employees
18
Advisory reps
13

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

FINTRX

Overview

Verger Capital Management is a Delaware limited liability company that operates as a hedge fund and provides institutional-focused investment management. The firm has been SEC-registered since 2014 and charges fees based on a percentage of assets under management. Verger serves institutional clients and conducts portfolio management for pooled investment vehicles and for businesses or institutions; it also selects other advisers. It lists CPO/CTA activities and participates as a sponsor, general partner, or managing member of pooled vehicles. The firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 16%, Other 4%, Cash & Cash Equivalents 2%78%
  • 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

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Contacts

3 of 9

  • Scott Reckamp

    Registered RepresentativeCRD 3194998

  • CRAIG THOMAS

    Managing Director, InvestmentsCRD 6331383

  • MATTHEW KING

    Member Board Of ManagersCRD 6049903

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 14

Active vs passive

$341M in ETFs

Passive

100%

$341M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$83.6M604,16324.52%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth