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
5

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 (registration year 2024) organized as an LLC that serves institutional clients. The firm operates as a capital allocator and charges fees based on a percentage of assets under management. Its regulatory and business footprint includes commodity pool operator/commodity trading adviser (CPO/CTA) activities and roles as a portfolio manager for investment companies and as a selector of other advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 5
  • MICHAL Lopatin

    DirectorCRD 4234096

  • ADREA SCARAMUCCI

    Senior Vice PresidentCRD 2834845

  • Kristina Magolis

    General Counsel and SecretaryCRD 6730263

Unlock 2 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

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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