Verger Capital

EST. AUM
$3,283,723,489

CONTACTS
9

CLIENT ACCOUNTS
11

Firm Details

Metro area Charlotte
CRD Number 170125
Website vergercapital.com
Client types

Overview

Verger Capital, established in 2014 after spinning out of the Wake Forest University Investment Office, maintains an endowment-focused approach. With approximately $2.6 billion under management for 10 nonprofit clients, including Wake Forest University and various healthcare and educational institutions, they prioritize partnering with mission-aligned organizations, including community foundations. The firm employs about 15 individuals, evenly distributed across operations, client relations, and the investments team, with plans for expansion. The investment team, comprising five members, operates in an open trading floor environment rather than individual offices. They adopt a generalist model, with each member dedicating time to specific areas such as private equity, venture capital, long-only, long/short strategies, liquid, and illiquid investments, and hedge funds. This approach offers flexibility, while the small team fosters collaboration and communication to ensure a comprehensive understanding of each manager and strategy within the portfolio. We put them under RIAs, but Verger is the not for profit entity that manages Wake Forest University's endowment and some other nonprofits.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Verger Capital

Platform Details

Investment Preferences

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