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| Happy Holidays!! thanks for using AUM13F!! |
| Verus Advisory Inc
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|---|---|
| CRD # | 110565 |
| SEC # | 801-33895 |
| CIK # | |
| AUM | $17.5 B (2025-03-27) |
| Employees | 89 (96% Investors, 0% Brokers) |
| Phone | 206-622-3700 |
| Address | 800 Fifth Avenue Seattle, WA 98104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 10.9 |
| (h) Charitable organizations | 20 | 2.2 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 17.5 |
| By Discretionary | ||
| Discretionary | 41 | 9.4 |
| Non-Discretionary | 70 | 8.2 |
| Total | 111 | 17.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.5 | |
| Total | 111 | 17.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Davis Selected Advisers - NY Inc
✚
|
NY | 18.5 |
|
Nikko Asset Management Europe Ltd
✚
|
18.2 | |
|
Keystate Advisory LLC
✚
|
NV | 18.2 |
|
First Sentier Investors UK IM Limited
✚
|
18.0 | |
|
Vinva Investment Management Limited
✚
|
17.6 | |
|
HPS Advisors LLC
✚
|
NY | 17.6 |
|
Meketa Fiduciary Management LLC
✚
|
CA | 17.4 |
|
Fiduciary Counselors Inc
✚
|
DC | 17.0 |
|
Limekiln Real Estate Investment Management LP
✚
|
NY | 16.9 |
|
Trinitas Capital Management LLC
✚
|
TX | 16.5 |