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Building 2VERGER CAPITAL MANAGEMENT

Map pinWINSTON-SALEM, NC
Phone336-934-4101
NotebookSEC #801-79726
Total AUM
$3.3B
Employees
18
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
751 W. FOURTH ST.
SUITE 410
WINSTON-SALEM
NC 27101
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
336-934-4101

ReceiptFinancials

Total AUM
$3.3B
Accounts
11
Discretionary
$3.3B
Accounts
10
Non-Discretionary
$12.2M
Accounts
1

ContactClients

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Pooled Vehicle Clients
3
AUM
$2.8B
Other Clients
7
AUM
$446.5M
Description of Other Clients
501(C) ORGANIZATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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