Investure, LLC

RIASEC RegisteredEst. 2004
Total AUM
$38.5B
Discretionary
$22.1B
57% of AUM
Avg account
$664M
Accounts
58
Employees
51
Advisory reps
8

Firm details

Headquarters
Charlottesville, Virginia
CRD number
130099
Registered since
January 20, 2004
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.55%
  • Charitable Organizations44.85%
  • HNWI3.61%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Investure, LLC is an SEC-registered hedge fund manager organized as an LLC and founded in 2004. The firm’s client base is institutional, and its regulatory and business profile centers on commodity pool/CTA activities and sponsorship or management of pooled vehicles. Investure combines portfolio management across pooled vehicles, businesses and institutions with the selection of third‑party advisers, and it charges both asset‑based and performance‑linked fees. Investment practice appears to blend liquid public exposure with sizable commitments to private and alternative strategies. The firm identifies as an active ESG investor and operates as a single‑owner business rather than a multi‑state or multi‑affiliate adviser. Its operating role often includes acting as sponsor, general partner or managing member for funds it advises.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 88%, US Government Bonds 7%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 1%88%
  • Private Funds88%
  • US Government Bonds7%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Andriy Shapowal

    Andriy Shapowal

    Chief Investment OfficerCRD 6160699

  • Vitali Bezouchko

    Chief Data OfficerCRD 7861139

  • Puja Seam

    Puja Seam

    Chief Operating OfficerCRD 4242591

Unlock 2 more executives

Contacts

3 of 3
  • Chad Morgan

    Chad Morgan

    PartnerCRD 3113607

  • Alexander Swartz

    Alexander Swartz

    Deputy General CounselCRD 6772656

  • Jonathan Hill

    Jonathan Hill

    PartnerCRD 4430031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$1.4B in ETFs

Passive

100%

$1.4B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$424M617,16629.33%

Location

Primary office

Charlottesville, VA

Charlottesville City

Location

Charlottesville, VA

Headquartered in Charlottesville, VA, in the South of the United States.

Region
South
County
Charlottesville City
Address
240 W Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth