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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

VERIZON INVESTMENT MANAGEMENT CORP.

CRD 105804

BASKING RIDGE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da3e80f3-544c-b0c9-e763-e6d8c1d6b3c6

Data as of Mar 19, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2012 to Mar 19, 2019
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $51BItem 5.F on the latest filing (2019-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $51B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 11
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $676Mgross asset value as reported per fund; never fund size
Custody, client assets: $1.1B
SEC number: 801-15429
CRD: 105804
Filings on the tape: 20
First filed: Mar 27, 2012
Latest filed: Mar 19, 2019
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VEBA N, LP	Other Private Fund	$2.0B	Feb 14, 2013	7	May 9, 2012	dropped	n/a
VEBA PARTNERSHIP N L.P.	Other Private Fund	$676M	Mar 19, 2019	2	Aug 27, 2013	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Devaney, Stephen, Anthony	CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	12/2015	Dec 10, 2015	Mar 19, 2019
ELLIS, MATTHEW, DAVID	Director	Na	yes	11/2016	Oct 8, 2013	Mar 19, 2019
FULTON, LAURENCE, DOUGLAS	CHIEF INVESTMENT OFFICER	Na	yes	04/2018	Mar 30, 2015	Mar 19, 2019
GTE LLC	CORPORATE PARENT	E	yes	10/1979	Mar 27, 2017	Mar 19, 2019
KROHN, SCOTT, DAVID	PRESIDENT AND DIRECTOR	Na	yes	03/2018	Dec 10, 2015	Mar 19, 2019
VERIZON COMMUNICATIONS INC.	CORPORATE PARENT	E	yes	06/2000	Mar 27, 2012	Mar 19, 2019
Krause, Tracy, Ann	Director	Na	no	02/2018	Mar 29, 2018	Mar 19, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EXCHANGE INDEMNITY COMPANY	n/a	n/a	n/a	N	yes	n/a
VEBA GP LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 19, 2019	$51B	$51B	14	10	0	1	$676M
2017	Mar 29, 2018	$53B	$53B	23	13	0	1	$805M
2016	Mar 27, 2017	$45B	$45B	23	13	n/a	1	$1.1B
2015	Mar 30, 2016	$45B	$45B	23	13	n/a	1	$1.6B
2014	Mar 30, 2015	$51B	$51B	22	13	n/a	1	$2.3B
2013	Mar 27, 2014	$49B	$49B	25	14	n/a	1	$2.4B
2012	Apr 1, 2013	$47B	$47B	25	14	n/a	n/a	n/a
2011	Mar 27, 2012	$50B	$50B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$51B	$53B	-3.4%	$45B	4.2%	14	23	0	0

Relationships

Advises (2)

→ VEBA PARTNERSHIP N L.P.Private fundOther Private Fund, IA
Aug 27, 2013 to presentfactForm ADV
→ VEBA N, LPPrivate fundOther Private Fund, IA, no longer reported
May 9, 2012 to Feb 14, 2013factForm ADV

Controls (6)

← KROHN, SCOTT, DAVIDOwnerPRESIDENT AND DIRECTOR, ownership code NA, individual
Dec 10, 2015 to presentfactForm ADV
← ELLIS, MATTHEW, DAVIDOwnerDIRECTOR, ownership code NA, individual
Oct 8, 2013 to presentfactForm ADV
← FULTON, LAURENCE, DOUGLASOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2015 to presentfactForm ADV
← Devaney, Stephen, AnthonyOwnerCHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 10, 2015 to presentfactForm ADV
← GTE LLCOwnerCORPORATE PARENT, ownership code E, domestic entity
Mar 27, 2017 to presentfactForm ADV
← VERIZON COMMUNICATIONS INC.OwnerCORPORATE PARENT, ownership code E, domestic entity
Mar 27, 2012 to presentfactForm ADV

Owns (1)

← Krause, Tracy, AnnOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da3e80f3-544c-b0c9-e763-e6d8c1d6b3c6
First observed: Mar 27, 2012
Last observed: Mar 19, 2019 91 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERIZON INVESTMENT MANAGEMENT CORP.

CRD 105804

BASKING RIDGE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da3e80f3-544c-b0c9-e763-e6d8c1d6b3c6

Data as of Mar 19, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VEBA N, LP

Other Private Fund

$2.0B

Feb 14, 2013

May 9, 2012

dropped

n/a

VEBA PARTNERSHIP N L.P.

Other Private Fund

$676M

Mar 19, 2019

Aug 27, 2013

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Devaney, Stephen, Anthony

CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

12/2015

Dec 10, 2015

Mar 19, 2019

ELLIS, MATTHEW, DAVID

Director

yes

11/2016

Oct 8, 2013

Mar 19, 2019

FULTON, LAURENCE, DOUGLAS

CHIEF INVESTMENT OFFICER

yes

04/2018

Mar 30, 2015

Mar 19, 2019

GTE LLC

CORPORATE PARENT

yes

10/1979

Mar 27, 2017

Mar 19, 2019

KROHN, SCOTT, DAVID

PRESIDENT AND DIRECTOR

yes

03/2018

Dec 10, 2015

Mar 19, 2019

VERIZON COMMUNICATIONS INC.

CORPORATE PARENT

yes

06/2000

Mar 27, 2012

Mar 19, 2019

Krause, Tracy, Ann

Director

02/2018

Mar 29, 2018

Mar 19, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EXCHANGE INDEMNITY COMPANY

n/a

yes

n/a

VEBA GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 19, 2019

$51B

$676M

2017

Mar 29, 2018

$53B

$805M

2016

Mar 27, 2017

$45B

n/a

$1.1B

2015

Mar 30, 2016

$45B

n/a

$1.6B

2014

Mar 30, 2015

$51B

n/a

$2.3B

2013

Mar 27, 2014

$49B

n/a

$2.4B

2012

Apr 1, 2013

$47B

n/a

2011

Mar 27, 2012

$50B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$51B

$53B

-3.4%

$45B

4.2%