# Verus Financial Partners

Verus Financial Partners is an Asset Manager based in Richmond, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Richmond, United States
- **Region:** North America
- **Address:** Richmond, VA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** verusfp.com

## Regulatory record

- **CRD number:** 106744
- **SEC file number:** 801-41983
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106744

## About

Verus Financial Partners is a team of financial advisers helping individuals and families with transparent retirement planning. The firm prepares tailored financial plans that incorporate tax advisory, investment management, and thoughtful financial strategy. It is an independent, fee-only fiduciary firm that provides clear, fee-only pricing and focuses investment strategy on diversified portfolios aligned with clients' long-term retirement goals.

## Sectors

- FinTech
- Enterprise Software
- Healthcare Services
- Real Estate
- Private Credit

## People

- Anthony J. Cacace — Managing Partner & Founder

## Questions

### How does Verus Financial Partners source deal flow?

Verus sources proprietary deal flow through Cacace's long-standing relationships with regional middle-market operators, fund managers, and developers, primarily across the Southeastern US and Texas. The firm's dual structure — a registered investment advisor alongside a private placement syndication arm — allows it to originate investments directly rather than relying solely on external fund commitments. Access tends to concentrate in private credit, real estate development, and lower-middle-market buyout situations where larger institutional allocators are structurally absent.

### What asset classes does Verus Financial Partners emphasize?

The firm emphasizes private credit, real estate, and growth-stage private equity as its primary-alternative allocations, complemented by public-market portfolio management through its RIA entity, per publicly available information. Within private credit, Verus focuses on asset-backed lending, structured senior debt, and mezzanine financing for middle-market companies. Real estate exposure tends toward multifamily, industrial, and opportunistic development in Southeastern growth corridors.

### Is Verus Financial Partners affiliated with Verus Investments, Verus Capital, or similar-named firms?

No. Verus Financial Partners, founded by Anthony Cacace in Richmond, Virginia in 2004, operates independently and is not affiliated with Verus Capital Partners (the Massachusetts-based fixed-income manager) or Verus Advisory (the institutional consulting firm). Allocators should confirm entity identity via SEC registration or FINRA BrokerCheck before engaging, as the shared name can cause confusion in manager databases.

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Last updated: 2026-08-11T15:08:32.892Z

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