Ventira Private Wealth Management Ltd.

Overview

Ventira Private Wealth Management Ltd. is a privately owned advisory firm that focuses on portfolio management for individuals and small businesses. Since its SEC registration in 2012 the firm has built a primarily discretionary practice and shows a clear allocation preference toward equities—especially exchange-traded instruments. Its fee model is flexible, combining percentage-of-AUM billing with fixed fees, commissions and the possibility of performance-based fees, which is consistent with arrangements used when placing clients into external alternative funds or bespoke mandates. The firm is not an active ESG investor and does not present itself as a capital allocator running pooled investment funds; instead it sources third‑party managers and products for client portfolios. Investment activity centers on liquid equity exposure supplemented by allocations to private-market and credit strategies. The advisory mandate leans toward individualized wealth management for high‑net‑worth clients, using both marketable securities and illiquid alternatives to construct diversified portfolios.

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Public Holdings

Investments & Alternatives

Location & Offices