GE Vernova Investment Advisers, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$0
0% of AUM
Avg account
$1.2B
Accounts
1
Employees
21
Advisory reps
6

Firm details

Headquarters
Stamford, Connecticut
CRD number
329905
Registered since
March 15, 2024
Fee structure
Fixed Fees, Other
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GE Vernova Investment Advisers, LLC is an SEC-registered institutional RIA organized as a limited liability company. The adviser provides portfolio management for pooled investment vehicles and for businesses or institutional clients. It reports an institutional client base, a fee structure built around fixed fees (plus other arrangements), and indicates active incorporation of ESG considerations into its investment process. The firm lists relationships with a broker-dealer, another investment adviser, and an insurance company, which suggests it operates within a broader set of financial services affiliates or counterparties. Its registration and reported activity focus on advisory services rather than acting as a multi-state retail adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

2 of 2
  • Vishal Gulati

    CFOCRD 7862869

  • Patrick Selby

    Chief Compliance OfficerCRD 7116301

Contacts

3 of 4
  • Torsten Marshall

    General CounselCRD 1217962

  • Patrick Leahy

    Managing DirectorCRD 7862871

  • David Giordano

    David Giordano

    Managing DirectorCRD 4732860

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
400 Atlantic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth