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.

OCIO

Verus Advisory, Inc.

OCIOprobableCRD 110565
Advisory clients on the tape
64
Schedule C, ACFR
Public-system clients
8
ACFR and seeds
ADV institutional clients
53
filed Mar 20, 2026
ADV institutional RAUM
$15B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$10B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $10B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
64 allocators
Schedule C rows
170 rows, $20.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Operating Engineers Local 428 Pension Trust202527NONE OTHER THAN CONTRACT$53,000
The Painters & Allied Trades Paint Makers Pension202527 28 51NONE$50,000
International Painters and Allied Trades Industry Pension Plan202427 51NONE$671,005
Sound Retirement Trust202417 27 50NONE$520,000
Sutter Health Retirement Plan202417 50NONE$441,423
Ibew Local No. 100 Pension Plan202427 50NONE$294,361
Hanford Multi-Employer Pension Plan202427NONE$284,996
Retirement Plan for Employees of the Avista Corporation202428 51N/A$283,400
Solano-Napa Counties Electrical Workers Pension Plan202417 27 50NONE$264,047
Western States Office & Professional Employees Pen202427 50NONE$235,000
Arizona Pipe Trades Pension Plan202427NONE OTHER THAN CONTRACT$224,845
Oregon Retail Employees Pension Plan202417 27 50NONE$209,000
Northern California Pipe Trades Pension Plan202427 50NONE$200,000
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust202416 51NONE$168,000
WA State Plumbing and Pipefitting Industry Pension Plan202427 50NONE$161,667
Ibew Local 684 Pension Trust202417 27 50NONE$154,939
Nevada Resort Association Iatse Local 720 Retirement Plan202427NONE$147,000
Pipe Trades District Council No 36 Pension Trust202428 51NONE$136,539
Cement Masons Southern California Pension Trust202427 50NONE$130,000
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan202417 27 50NONE$129,470
Northwest Ironworkers Retirement Plan202417 27 50NONE$123,750
Western Washington Laborers-Employers Pension Plan202427 50NONE$123,000
I.A.T.S.E. Local 16 Pension Plan202427 50NONE$120,000
U. a. Local No. 343 Defined Benefit Plan202417 27 50NONE$113,958
Puget Sound Electrical Workers Pension Plan202427 50NONE$105,000
I.B.E.W. Pacific Coast Pension Fund202427 50NONE$102,500
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust202427 50NONE$95,000
Western Glaziers Retirement Plan202427 50NONE$93,750
Oregon & Southwest Washington Painters Pension Plan202417 27 50INVESTMENT CONSULTANT$90,000
Southern California Gunite Workers Pension Fund202417 50NONE$90,000
Southern California Floor Covering Pension Trust Fund202417 50NONE$90,000
Laborers Agc Pension Trust of Montana202427 50NONE$89,375
Northwest Bricklayers Pension Plan202427 50 70 72$88,400
Nnss Igan Pension Plan202427 50NONE$83,889
SAN Diego County Cement Masons Pension Plan202417 27 50NONE$83,000
Inlandboatmen's Union of the Pacific National Pension Plan202427 50NONE$80,000
SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan202427 50NONE$80,000
Arizona Laborers & Teamsters Pension Trust Fund202417 27NONE$75,000
Alaska Ironworkers Pension Plan202417 27 50NONE$75,000
Operative Plasterers Local No 82 Pension Fund202427 50 70 72$75,000
Alaska Plumbing and Pipefitting Industry Pension Plan202427 50NONE$65,000
SAN Diego County Theatrical Pension Plan202417 28 50NONE$65,000
Legacy Allergan, Inc. Pension Plan202428 50 51NONE$64,167
Foodland Super Market, Ltd. Pension Plan202427 50INVESTMENT ADVISOR$62,000
Nnss Staff Pension Plan202427 50NONE$61,874
The Seattle Times Pension Plan202427 50INVESTMENT ADVISOR$57,590
Arizona Bricklayers Pension Trust Fund202428NONE$57,000
Idaho Operating Engineers Employers Pension Plan202427 50NONE$54,500
Operating Engineers Local 428 Pension Trust202417 60NONE OTHER THAN CONTRACT$53,518
Local Union 1710 Ibew Pension Trust Fund202427 50NONE$50,000
Marine Carpenters Pension Fund202417 27 50NONE$50,000
The Painters & Allied Trades Paint Makers Pension202427 28 51NONE$40,000
Food Pantry, Ltd. Pension Plan202427 50INVESTMENT ADVISOR$38,000
Sound Variable Annuity Pension Trust202427 50NONE$35,000
U.A. Local No. 447 Pension Fund202417 27 50 51NONE$30,000
Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan202427 50INVESTMENT ADVISOR$21,273
SAN Diego County Teamsters Pension Plan202417 27 50NONE$20,000
Sound Retirement Trust202317 27 50NONE$560,000
Sutter Health Retirement Plan202317 50NONE$427,628
Ibew Local No. 100 Pension Plan202327 50NONE$277,933
Hanford Multi-Employer Pension Plan202327NONE$272,497
Solano-Napa Counties Electrical Workers Pension Plan202317 27 50NONE$256,324
Retirement Plan for Employees of the Avista Corporation202328 51N/A$251,800
Arizona Pipe Trades Pension Plan202327NONE OTHER THAN CONTRACT$226,938
Western States Office & Professional Employees Pen202327 50NONE$215,000
Oregon Retail Employees Pension Plan202317 27 50NONE$209,000
Northern California Pipe Trades Pension Plan202327 50NONE$190,000
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust202316 51NONE$159,875
Pipe Trades District Council No 36 Pension Trust202328 51NONE$150,246
Ibew Local 684 Pension Trust202317 27 50NONE$146,951
Legacy Allergan, Inc. Pension Plan202328 50 51NONE$140,465
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust202327INVESTMENT ADVISOR$136,919
I.A.T.S.E. Local 16 Pension Plan202327 50NONE$130,000
Cement Masons Southern California Pension Trust202327 50NONE$130,000
Nevada Resort Association Iatse Local 720 Retirement Plan202327NONE$129,000
Northwest Ironworkers Retirement Plan202317 27 50NONE$123,750
Western Washington Laborers-Employers Pension Plan202327 50NONE$123,000
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan202317 27 50NONE$107,000
Puget Sound Electrical Workers Pension Plan202327 50NONE$105,000
U. a. Local No. 343 Defined Benefit Plan202317 27 50NONE$103,519
Laborers Agc Pension Trust of Montana202327 50NONE$100,000
I.B.E.W. Pacific Coast Pension Fund202327 50NONE$99,375
SAN Diego County Cement Masons Pension Plan202327NONE$83,000
Southern California Floor Covering Pension Trust Fund202317 50NONE$81,000
Southern California Gunite Workers Pension Fund202317 50NONE$80,000
Oregon & Southwest Washington Painters Pension Plan202327INVESTMENT ADVISOR$80,000
SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan202327 50NONE$80,000
Nnss Igan Pension Plan202327 50NONE$78,670
Inlandboatmen's Union of the Pacific National Pension Plan202327 50NONE$76,667
Alaska Ironworkers Pension Plan202327 50NONE$75,000
Northwest Bricklayers Pension Plan202327 50 70 72$74,233
Juan de la Cruz Farm Workers Pension Plan202328INVESTMENT ADVISOR$72,500
Arizona Laborers & Teamsters Pension Trust Fund202317 27NONE$70,000
WA State Plumbing and Pipefitting Industry Pension Plan202327 50NONE$67,500
SAN Diego County Theatrical Pension Plan202317 28 51NONE$65,000
Operative Plasterers Local No 82 Pension Fund202327 50 70 72$63,333
Foodland Super Market, Ltd. Pension Plan202327 50NONE$62,000
Alaska Plumbing and Pipefitting Industry Pension Plan202327 50NONE$60,000
Nnss Staff Pension Plan202327 50NONE$59,733
Arizona Bricklayers Pension Trust Fund202328NONE$57,000
Idaho Operating Engineers Employers Pension Plan202327 50NONE$54,500
Western Glaziers Retirement Plan202327 50NONE$54,250
Marine Carpenters Pension Fund202317 27 50NONE$50,000
Local Union 1710 Ibew Pension Trust Fund202317 27 50NONE$50,000
Operating Engineers Local 428 Pension Trust202317 60NONE OTHER THAN CONTRACT$48,000
The Seattle Times Pension Plan202327 50INVESTMENT ADVISOR$47,699
Jack in the Box Inc. Retirement Plan202327INVESTMENT ADVISORY$40,000
SAN Diego County Teamsters Pension Plan202317 27 50NONE$40,000
Food Pantry, Ltd. Pension Plan202327 50NONE$38,000
Sound Variable Annuity Pension Trust202327 50NONE$33,333
The Painters & Allied Trades Paint Makers Pension202327 28 51NONE$32,500
U.A. Local No. 447 Pension Fund202327 50NONE$30,000
Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan202327 50INVESTMENT ADVISOR$20,710
Sound Retirement Trust202217 27 50NONE$582,500
Sutter Health Retirement Plan202217 50NONE$442,500
Legacy Allergan, Inc. Pension Plan202228 50 51NONE$290,254
Ibew Local No. 100 Pension Plan202227 50NONE$266,280
Oregon Retail Employees Pension Plan202217 27 50NONE$261,250
Solano-Napa Counties Electrical Workers Pension Plan202227 50NONE$257,140
Hanford Multi-Employer Pension Plan202227NONE$256,746
Retirement Plan for Employees of the Avista Corporation202228 51N/A$245,000
Arizona Pipe Trades Pension Plan202227NONE OTHER THAN CONTRACT$234,377
Alaska Teamster-Employer Pension Trust202227 50NONE$218,035
Western States Office & Professional Employees Pen202227 50NONE$205,000
Northern California Pipe Trades Pension Plan202227 50NONE$190,520
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust202216 51NONE$148,500
Pipe Trades District Council No 36 Pension Trust202228 51NONE$147,650
Ibew Local 684 Pension Trust202217 27 50NONE$142,826
Nevada Resort Association Iatse Local 720 Retirement Plan202227NONE$129,000
Cement Masons Southern California Pension Trust202227 50NONE$127,292
Northwest Ironworkers Retirement Plan202217 27 50NONE$123,750
Western Washington Laborers-Employers Pension Plan202227NONE$123,000
Jack in the Box Inc. Retirement Plan202227INVESTMENT ADVISORY$110,000
Puget Sound Electrical Workers Pension Plan202227 50NONE$109,167
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan202217 27 50NONE$107,000
U. a. Local No. 343 Defined Benefit Plan202217 27 50NONE$102,898
I.B.E.W. Pacific Coast Pension Fund202227 50NONE$95,000
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust202227INVESTMENT ADVISOR$91,836
Laborers Agc Pension Trust of Montana202227 50NONE$90,000
WA State Plumbing and Pipefitting Industry Pension Plan202227 50NONE$90,000
Southern California Floor Covering Pension Trust Fund202217 50NONE$81,611
Oregon & Southwest Washington Painters Pension Plan202227INVESTMENT ADVISOR$80,000
Nnss Igan Pension Plan202227 50NONE$78,306
Southern California Gunite Workers Pension Fund202217 50NONE$77,500
SAN Diego County Cement Masons Pension Plan202227NONE$77,000
Alaska Ironworkers Pension Plan202227 50NONE$75,000
Juan de la Cruz Farm Workers Pension Plan202228INVESTMENT ADVISOR$72,500
Northwest Bricklayers Pension Plan202227 50 70 72$71,400
Arizona Laborers & Teamsters Pension Trust Fund202217 27NONE$70,000
Inlandboatmen's Union of the Pacific National Pension Plan202227 50NONE$70,000
Form ADV readings
  • charity clients 20 Mar 20, 2026 reported
  • government clients 1 Mar 20, 2026 reported
  • institutional clients 53 Mar 20, 2026 reported
  • pension plan clients 32 Mar 20, 2026 reported
  • raum discretionary $10B Mar 20, 2026 reported
  • raum institutional $15B Mar 20, 2026 reported
  • raum total $19B Mar 20, 2026 reported
What changed