Fundraising FoxVerus Holdings
Seattle, US · Washington corporation
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Founders & leadership
KM
Kraig McCoyChief Operating Officer and Chief Financial Officer
JM
Jeffrey MacLeanChief Executive Officer
IT
Ian TonerChief Investment OfficerIan Toner served as Chief Investment Officer at Verus Investments, where he oversaw growth in assets under advisement and management before the firm merged with Cerity Partners, where he now leads investment advisory services. He holds a law degree from Oxford University and is a CFA Charterholder.
SH
Shelly HeierNamed on SEC filing
SW
Scott WhalenNamed on SEC filing
WS
Warren SpencerNamed on SEC filing
MG
Max GiolittiNamed on SEC filing
AS
Angela SwensenNamed on SEC filing
BD
Barry DennisNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$2.7M disclosed across 5 of 6 rounds · 2019–2024
▶$1.1MraisedDec 2024 · 12 investors · Other Banking and Financial ServicesRule 506(b)
▶$1.1MraisedDec 2024 · 12 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Kraig McCoyExecutive Officer
- Jeffrey MacLeanExecutive Officer
- Ian TonerExecutive Officer
- Offering amount
- $1.1M
- Amount sold
- $1.1M
- First sale
- Dec 2024
- Incorporated
- Corporation, Washington
- Federal exemptions
- 06b
▶$121.7KraisedJun 2024 · 4 investors · Other Banking and Financial Services
▶$121.7KraisedJun 2024 · 4 investors · Other Banking and Financial Services
Officers, directors & promoters on the filing
- Shelly HeierExecutive Officer, Director
- Jeffrey MacLeanExecutive Officer, Director
- Ian TonerExecutive Officer
- Kraig McCoyExecutive Officer
- Offering amount
- $121.7K
- Amount sold
- $121.7K
- Incorporated
- Corporation, Washington
- Federal exemptions
- 04
▶$119.5KraisedJul 2023 · 7 investors · Other Banking and Financial Services
▶$119.5KraisedJul 2023 · 7 investors · Other Banking and Financial Services
Officers, directors & promoters on the filing
- Ian TonerExecutive Officer
- Kraig McCoyExecutive Officer
- Jeffrey MacLeanExecutive Officer, Director
- Shelly HeierExecutive Officer, Director
- Offering amount
- $119.5K
- Amount sold
- $119.5K
- First sale
- Jul 2023
- Incorporated
- Corporation, Washington
- Federal exemptions
- 04
▶$681.3KraisedJul 2022 · 13 investors · Other Banking and Financial Services
▶$681.3KraisedJul 2022 · 13 investors · Other Banking and Financial Services
Officers, directors & promoters on the filing
- Shelly HeierExecutive Officer, Director
- Ian TonerExecutive Officer
- Kraig McCoyExecutive Officer
- Jeffrey MacLeanExecutive Officer, Director
- Offering amount
- $681.3K
- Amount sold
- $681.3K
- Proceeds to insiders
- $178.1K
- First sale
- Jul 2022
- Incorporated
- Corporation, Washington
- Federal exemptions
- 04
▶$996KofferedJun 2020 · Other
▶$996KofferedJun 2020 · Other
Officers, directors & promoters on the filing
- Jeffrey MacLeanExecutive Officer, Director
- Barry DennisDirector
- Warren SpencerExecutive Officer
- Kraig McCoyExecutive Officer
- Scott WhalenExecutive Officer
- Ian TonerExecutive Officer
- Max GiolittiExecutive Officer
- Shelly HeierExecutive Officer, Director
- Offering amount
- $996K
- Incorporated
- Corporation, Washington
- Federal exemptions
- 04
▶$660.4KraisedJul 2019 · 9 investors · OtherRule 506(b)
▶$660.4KraisedJul 2019 · 9 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Jeffrey MacLeanExecutive Officer, Director
- Shelly HeierExecutive Officer, Director
- Kraig McCoyExecutive Officer
- Ian TonerExecutive Officer
- Scott WhalenExecutive Officer
- Warren SpencerExecutive Officer
- Max GiolittiExecutive Officer
- Angela SwensenExecutive Officer
- Barry DennisDirector
- Offering amount
- $660.4K
- Amount sold
- $660.4K
- First sale
- Jul 2019
- Incorporated
- Corporation, Washington
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- How much funding has Verus Holdings raised?
- Verus Holdings has disclosed $2.7M raised across 5 of its 6 known rounds.
- Where is Verus Holdings headquartered?
- Verus Holdings is headquartered in Seattle, US.