OCIO Intelligence
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Verger Capital Management

Alpha Nasdaq OCIO Indices - Contributor

WINSTON-SALEM, NC

Form ADV and provider website profile · CRD 170125 · regulatory data as of Nov 2, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Verger Capital Management. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$3.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
11Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$3.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$12MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$3.3BTotal Firm AUM
$3.3BDiscretionary AUM
$12MNon-discretionary AUM
11Total accounts
10Discretionary accounts
1Non-discretionary accounts

Client Mix by Firm AUM

$3.3BFirm AUM

Other Pooled Vehicles86.4%

Other13.6%

Other Pooled Vehicles86.4%
3 clients$2.8B firm assets
Other13.6%
7 clients$447M firm assets
Reported total10 clients
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 7. The disclosure may describe activities beyond the provider’s OCIO offering.

Types of Clients

Official SEC PDF
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