INVESTURE, LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 130099
- Registered since
- January 20, 2004
- Website
- www.investure.com
- 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
FINTRXOverview
Investure, LLC is an SEC-registered limited liability company formed in 2004 that operates as a hedge fund manager serving institutional clients. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and also acts as sponsor, general partner and managing member for pooled vehicles it advises. Its advisory services span portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, plus selection of other advisers. Fee arrangements include both a percentage-of-assets charge and performance-based fees, and the firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds88%
- US Government Bonds7%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5ANDRIY SHAPOWAL
Chief Investment OfficerCRD 6160699
VITALI BEZOUCHKO
Chief Data OfficerCRD 7861139
PUJA SEAM
Chief Operating OfficerCRD 4242591
Contacts
3 of 3CHAD MORGAN
PartnerCRD 3113607
ALEXANDER SWARTZ
Deputy General CounselCRD 6772656
JONATHAN HILL
PartnerCRD 4430031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$1.9B in ETFs
100%
$1.9B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $924M | 1,546,858 | 48.53% |
Location
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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