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 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

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

    PresidentCRD 4234096

  • Adrea Scaramucci

    Senior Vice PresidentCRD 2834845

  • Kristina Magolis

    General Counsel and SecretaryCRD 6730263

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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