Venerable Investment Advisers, LLC

RIASEC RegisteredEst. 2024
Total AUM
$16.3B
Discretionary
$16.3B
100% of AUM
Avg account
$775M
Accounts
21
Employees
12
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Michal Lopatin

    Michal Lopatin

    DirectorCRD 4234096

  • Adrea Scaramucci

    Senior Vice PresidentCRD 2834845

  • Kristina Magolis

    General Counsel and SecretaryCRD 6730263

Unlock 3 more contacts

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth