Verger Capital Management

RIASEC Registered

Total AUM

$3.3B

Discretionary

$3.3B

100% of AUM

Avg account

$299M

Accounts

Employees

Advisory reps

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 LLC is a hedge fund manager that registered with the SEC in 2014. The firm serves an institutional client base and charges fees as a percentage of assets under management. It operates as a sponsor and managing member of pooled investment vehicles and performs portfolio management for pooled vehicles and for businesses or institutions; it also selects other advisers. Verger is identified as a CPO/CTA and reports being an active ESG investor. Ownership is described as a mix of a domestic entity and an individual, and the firm is not positioned primarily as a third‑party capital allocator.