Ventura Advisors

Overview

Ventura Advisors is a privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and reports an individual-and-family client base. Ventura Advisors is not positioned as an ESG investor, does not operate across multiple states, and does not present itself as a capital allocator. The firm also lists a real estate broker affiliation, which aligns with its allocations into property-related alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices