Buyer's Guide
Verus
Business Model/TypeOther
Both open-architecture and implemented consulting
Year entered into OCIO business | 2011 |
Number of relationship managers/sales people | 4 |
Number of portfolio managers | 6 |
OCIO percentage of total firm revenue | 33% |
AUM full discretion | $275M |
Number of full discretionary clients | 3 |
Discretionary assets by fund type
Defined Benefit | $275M |
401(k), 403(b), other DC | $0 |
Endowments/Foundations | $0 |
Health Care Pools* | $0 |
Other | $0 |
*Board designated, funded depreciation. |