LP Profile

Verger Capital Management

Also known as Verger, Verger Capital

Wealth ManagerWinston-Salem, United StatesFounded 2014
$2.8B
Assets Under Management
Winston-Salem
Headquarters
Investment Focus

About Verger Capital Management

Verger Capital Management (Verger) is an SEC-registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger exclusively serves non-profit organizations including endowments and foundations. Verger’s mission is to invest in the lives of others, which has led the firm to exclusively serve clients focused on improving lives and providing opportunity. The Verger team’s unique non-profit heritage offers a deep understanding of this segment’s needs, as well as the ability to benefit from the scale and purchasing power of approximately $2.8 billion in assets under management. Verger Capital Management's investment portfolio is valued at approximately $2.8 billion as of May 27, 2024, with investments in private equity, real assets, natural resources, real estate, hedge funds, and other alternative asset classes. Investments in private equity include buyout, diversified private equity, private equity growth expansion, and venture capital fund strategies diversified in geographical locations across the globe. The portfolio is open to first-time fund investments but prefers working with established managers.

Preferred Investment Types

AgricultureBuyoutPrivate EquityGrowth/ExpansionHedge FundReal Assets & Natural Resources - GeneralReal Estate - GeneralTimberVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Charitable InvestmentsCivic & Public AffairsCommunity & Social WelfareCulture & HeritageEndowment FundESG & SustainabilityHealthcare ServicesImpact InvestingSocially Responsible Investments (SRI)Youth Education & Welfare Alternative InvestmentsFinanceHealthcareHealthcare & Life SciencesHigh-Level SectorsNon-ProfitValues-Based Investing

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Verger Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.3B
Total Clients
11
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Verger Capital Management?

Verger Capital Management is a wealth manager based in Winston-Salem, United States, managing approximately $2.8B in assets.

Where is Verger Capital Management headquartered?

Verger Capital Management is headquartered in Winston-Salem, United States.

How much does Verger Capital Management manage?

Verger Capital Management manages approximately $2.8B in assets under management.

When was Verger Capital Management founded?

Verger Capital Management was founded in 2014.

What does Verger Capital Management invest in?

Verger Capital Management focuses on Agriculture, Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Timber.

How can I contact Verger Capital Management?

Verified contact details, key decision-makers, and investment preferences for Verger Capital Management are available on LPbacked. Create a free account to access them.