DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Verus Investment Advisory
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- Mutual of Enumclaw Insurance Company Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Idaho Signatory Employers-Laborers Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $38,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mutual of Enumclaw Insurance Company Retirement Plan | 2024 | 27 | NONE | $12,000 |
| Mutual of Enumclaw Insurance Company Retirement Plan | 2023 | 27 | NONE | $15,000 |
| Mutual of Enumclaw Insurance Company Retirement Plan | 2022 | 27 | NONE | $6,000 |
| Idaho Signatory Employers-Laborers Pension Plan | 2022 | 27 51 | NONE | $5,000 |
What changed
- Verus no longer appears on Idaho Signatory Employers-Laborers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Verus Investment Advisoryaskebsa.dol.gov