Venerable Investment Advisers, LLC
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 330755
- Registered since
- June 14, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Venerable Investment Advisers, LLC is an SEC-registered investment adviser that serves institutional clients and functions as a capital allocator. The firm’s public profile lists registration in 2024 and a fee model based on a percentage of assets under management. Its stated advisory responsibilities include portfolio management for investment companies and the selection of other advisers, indicating a mix of direct portfolio oversight and delegated manager relationships. The firm’s regulatory activity includes registration as a commodity pool operator (CPO) or commodity trading advisor (CTA), and it reports affiliations across the financial services ecosystem such as broker-dealer and insurance company relationships. Venerable is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser in the source summary.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Michal Lopatin
DirectorCRD 4234096
Adrea Scaramucci
Senior Vice PresidentCRD 2834845
Kristina Magolis
General Counsel and SecretaryCRD 6730263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1475 Dunwoody Dr
- Time zone
- ET (UTC-5)
- Office locations
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