VERUS CAPITAL PARTNERS, LLC

HTTP://WWW.BARRYWAXLER.COM SCOTTSDALE, AZ Investment Advisor How do I update this listing?

Verus Capital Partners is based out of Scottsdale. Verus Capital Partners is a large advisory firm with 2824 clients and discretionary assets under management (AUM) of $470,062,063 (Form ADV from 2020-04-15). Their last reported 13F filing for Q1 2020 included $310,737,000 in managed 13F securities and a top 10 holdings concentration of 36.44%. Verus Capital Partners's largest holding is Apple Inc with shares held of 132,587. Whalewisdom has at least 2 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2020

13F Activity

  • Market Value $318.339 Million
  • Prior Market Value $305.71 Million
  • New Purchases133 stocks
  • Additional Purchases390 stocks
  • Sold out of237 stocks
  • Reduced holdings in382 stocks
  • Top 10 Holdings % 35.57 %
  • Turnover % [1]:28.09%
  • Turnover Alt % [2]: 31.25 %
  • Time Held Top20:0.74 quarters
  • Time Held Top10:0.89 quarters
  • Time Held All:0.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.33%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

VERUS CAPITAL PARTNERS, LLC
14256 N. NORTHSIGHT BLVD. SUITE 110
SCOTTSDALE AZ    85260
Country: United States

Business Phone: 480-990-3719
Fax: 480-483-9742
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 39
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 2824
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

VERUS CAPITAL PARTNERS, LLC

ownership team - last updated 2020-03-17
Name Title Start Date Direct/Indirect % Ownership

VERUS CAPITAL PARTNERS, LLC

ownership team - last updated 2019-07-17
Name Title Start Date Direct/Indirect % Ownership
BULL, STEPHEN, DALE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
VERUS CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-09-01

VERUS CAPITAL PARTNERS, LLC

ownership team - last updated 2019-06-21
Name Title Start Date Direct/Indirect % Ownership
BULL, STEPHEN, DALE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
VERUS CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-09-01

VERUS CAPITAL PARTNERS, LLC

ownership team - last updated 2019-02-14
Name Title Start Date Direct/Indirect % Ownership
BULL, STEPHEN, DALE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
VERUS CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-09-01

VERUS CAPITAL PARTNERS, LLC

ownership team - last updated 2018-12-27
Name Title Start Date Direct/Indirect % Ownership
BULL, STEPHEN, DALE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
VERUS CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-09-01

VERUS CAPITAL PARTNERS, LLC

ownership team - last updated 2018-06-13
Name Title Start Date Direct/Indirect % Ownership
BULL, STEPHEN, DALE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
VERUS CAPITAL PARTNERS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-09-01

Elevate your investments