Verger Capital Management LLC

Verger Capital Management LLC es una Compañía de Responsabilidad Limitada con sede en Delaware. Con 13 empleados, 3 de los cuales son asesores designados, la base de clientes de la empresa sigue siendo desconocida. No obstante, su estado aprobado por la SEC (a partir de junio de 2014) demuestra su adherencia a los requisitos de cumplimiento regulatorio.

• ADELAIDE ALEXANDER SINK

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• BENJAMIN CONRAD SUTTON

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• BEVERLY JEAN LANGLEY

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• BRUCE HOFLER MILAM

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• CRAIG O THOMAS

  VICE PRESIDENT, TREASURER, MANAGING DIRECTOR posee menos de 5%

• DAVID WRIGHT DUPREE

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• JAMES J DUNN

  CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER posee más del 10% pero menos del 25%

• JAMES R HELVEY

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• JEFFREY MICHAEL MANNING

  CHIEF FINANCIAL OFFICER posee menos de 5%

• MICHAEL JIRARD SELVERIAN

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• VICKI J WEST

  VICE PRESIDENT, SECRETARY, CHIEF OPERATING OFFICER posee menos de 5%

• WAKE FOREST UNIVERSITY

  SOLE MEMBER posee 75% o más

• CAROL A. MCFATE

  MEMBER, BOARD OF MANAGERS posee menos de 5%

• THE NORTHERN TRUST COMPANY
  Estados Unidos

• Westhampton Capital LLC
• Five Points Capital Inc
• Semmax Financial Advisors Inc
• Novant Asset Management LLC

• The Rise and Fall of Verger Capital Management's 13F Holdings: A Q4 2022 and Q1 2023 Comparison

• ISHARES TR CORE S&P500 ETF $43,537k
• SPDR S&P 500 ETF TR TR UNIT $38,948k
• ISHARES $23,508k
• ISHARES TR CORE US AGGBD ET $21,582k
• ISHARES TR $13,887k
• ISHARES GOLD TRUST ISHARES $12,579k
• ISHARES $10,678k
• ISHARES TR $6,907k
• SELECT SECTOR SPDR TR SBI INT-FINL $6,000k
• Fidelity(R) MSCI Energy ETF $4,531k