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 institutional RIA that allocates capital and provides advisory services to other investment managers and pooled vehicles. The firm is SEC-registered (2024) and operates under a limited liability company structure. Its stated advisory activities include portfolio management for investment companies and the selection of other advisers, and it is registered to act as a CPO/CTA, indicating involvement with commodity or derivatives pooled vehicles or trading advice. Clients are institutional and the firm charges fees based on a percentage of assets under management. Venerable reports affiliations across the financial ecosystem, including links to a broker-dealer, another investment adviser, CPO/CTA activity, and an insurance company. The firm does not list itself as an active ESG investor.
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
PresidentCRD 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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