GE VERNOVA INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$0
0% of AUM
Avg account
$1.2B
Accounts
1
Employees
21
Advisory reps
6

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
329905
Registered since
March 15, 2024
Fee structure
Fixed Fees, Other
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GE Vernova Investment Advisers, LLC is an SEC-registered investment adviser that serves institutional clients with portfolio management services for pooled investment vehicles and for businesses or other institutions. The firm reports an active ESG posture and employs a fee model that includes fixed fees (and other fee arrangements). It is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. The adviser does not identify itself as a capital allocator and is categorized as a single-state adviser. The firm’s regulatory registration date is 2024, and it lists affiliations with broker-dealers, other investment advisers and an insurance company. Its activity set and client focus indicate a boutique, institutionally oriented practice rather than a mass-market retail RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

2 of 2
  • Vishal Gulati

    CFOCRD 7862869

  • PATRICK SELBY

    Chief Compliance OfficerCRD 7116301

Contacts

3 of 4
  • TORSTEN MARSHALL

    General CounselCRD 1217962

  • Patrick Leahy

    Managing DirectorCRD 7862871

  • DAVID GIORDANO

    Managing DirectorCRD 4732860

Unlock 1 more contacts

Wealth teams

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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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
400 Atlantic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth