Verger Capital Management
Alpha Nasdaq OCIO Indices - ContributorWINSTON-SALEM, NC
Form ADV and provider website profile · CRD 170125 · regulatory data as of Nov 2, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2013
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 10/2013
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 10/2013
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2013
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Wake Forest University | Member | 10/2013 | Domestic entity | Yes | 75% or more |
| James Joseph Dunn | Chief Executive Officer | 10/2013 | Individual | Yes | 10% but less than 25% |
| Craig Owen Thomas | Vice President (10/2013), Treasurer (10/2013), Chief Investment Officer (07/2023) | 10/2013 | Individual | Yes | Less than 5% |
| Vicki Jennings West | Vice President (10/2013), Secretary (10/2013), Chief Operating Officer(04/2014) | 10/2013 | Individual | Yes | Less than 5% |
| Jeffrey Michael Manning | Chief Financial Officer | 05/2019 | Individual | Yes | Less than 5% |
| John Newell Culbertson | Member, Board Of Managers | 01/2020 | Individual | Yes | Less than 5% |
| Michael Andrew Carter | Member, Board Of Managers | 07/2021 | Individual | Yes | Less than 5% |
| Matthew Starbuck Crawford | Member, Board Of Managers | 07/2022 | Individual | Yes | Less than 5% |
| Jacqueline Anne Travisano | Member, Board Of Managers | 07/2023 | Individual | Yes | Less than 5% |
| James Morrison O'Connell | Member, Board Of Managers | 07/2023 | Individual | Yes | Less than 5% |
| Scott Paul Reckamp | Chief Compliance Officer | 01/2024 | Individual | No | Less than 5% |
| Matthew A King | Member, Board Of Managers | 07/2024 | Individual | Yes | Less than 5% |
| Kelly Ann Demeester | Member, Board Of Managers | 01/2026 | Individual | Yes | Less than 5% |
| Erik Lee Lisher | Member, Board Of Managers | 07/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVJJ
James Joseph Dunn
Chief Executive Officer
CO
Craig Owen Thomas
Vice President (10/2013), Treasurer (10/2013), Chief Investment Officer (07/2023)
VJ
Vicki Jennings West
Vice President (10/2013), Secretary (10/2013), Chief Operating Officer(04/2014)
JM
Jeffrey Michael Manning
Chief Financial Officer
SP
Scott Paul Reckamp
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives14
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateJun 5, 2014
CRD number170125