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RIA · CRD 315153SEC-Registered

Updated:

Verus Financial Group

VERUS FINANCIAL GROUP is an SEC-registered investment adviser in Sugar Land, TX, registered since 2024. The firm manages $159 million in assets, with $151...

Overview

VERUS FINANCIAL GROUP is an SEC-registered investment adviser in Sugar Land, TX, registered since 2024. The firm manages $159 million in assets, with $151 million managed on a discretionary basis. It has 8 employees and 4 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Sugar Land

Corporate office

Los Angeles, CA, United States

Principals

David W. Zalaznick

Founder & CEO

Adam S. Zalaznick

Managing Director

Jonathan D. Zalaznick

Managing Director

Sector focus

Real EstatePrivate EquityVenture CapitalCredit

Frequently asked questions

How does Verus Financial Group source proprietary deal flow?

The firm sources deals primarily through its network of institutional relationships including real estate developers, private equity sponsors, and other family offices. Verus co-invests alongside established GPs rather than acting as a lead investor, which gives it access to proprietary deal flow from partner funds.

What investment stages does Verus Financial Group typically target?

The firm invests across the capital structure, including growth equity, buyout, real estate development and value-add opportunities, and credit investments. Stage preferences are not publicly detailed, but public filings show activity in middle-market private equity and commercial real estate.

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