Investment adviser · CRD 105804
VERIZON INVESTMENT MANAGEMENT CORP.
Investment adviser filing (IA)
BASKING RIDGE, NJ, United States · Form ADV filed Mar 19, 2019
- Regulatory AUM
- $51.4B Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 4 | $50,076,548,060 | 97.4% |
| Pooled investment vehicles | 1 | $675,513,661 | 1.3% |
| Insurance companies | 1 | $414,482,547 | 0.8% |
| Other clients | 4 | $229,859,342 | 0.4% |
| Charities | 1 | $40,079,873 | 0.1% |
Filing source
Form ADV 1276963 · Mar 19, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
VEBA PARTNERSHIP N L.P.Other Private Fund · Last reported Mar 19, 2019$676MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MITCHELL & TITUS, LLP
PCAOB 523
THE BANK OF NEW YORK MELLON
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Fund details & source
- Fund ID
- 805-5619624653
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1276963 · Mar 19, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VEBA N, LPOther Private Fund · Last reported Feb 14, 2013$2.02BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6955084016
- Reported beneficial owners
- 7
- Minimum commitment
- $25M
Form ADV 698789 · Feb 14, 2013 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2019. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Not reported in these imported fields
Principal office
ONE VERIZON WAY, BUILDING 7, 1ST FLOOR SOUTHBASKING RIDGE, NJ, 07920, United States
CRD 105804
Filing source
Form ADV 1276963 · Mar 19, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.