Investure, LLC

RIASEC RegisteredEst. 2004
Total AUM
$38.5B
Discretionary
$22.1B
57% of AUM
Avg account
$664M
Accounts
58
Employees
51
Advisory reps
9

Firm details

Headquarters
Charlottesville, Virginia
CRD number
130099
Registered since
January 20, 2004
Website
www.investure.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.55%
  • Charitable Organizations44.85%
  • HNWI3.61%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Investure, LLC is an SEC-registered investment manager organized as an LLC and classified operationally as a hedge fund. The firm targets institutional clients and operates as both a manager of pooled investment vehicles and a commodity pool/commodity trading advisor (CPO/CTA). Its advisory scope includes portfolio management for pooled vehicles, institutions, small businesses and individuals, plus selection of other advisers. Compensation is a mix of a percentage of assets under management and performance-based fees. Investure identifies as an active ESG investor and also serves as sponsor, general partner and managing member for pooled vehicles it runs.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 88%, Public Funds/Mutual Funds 6%, US Government Bonds 5%88%
  • Private Funds88%
  • Public Funds/Mutual Funds6%
  • US Government Bonds5%

Owners & executives

3 of 5
  • Bruce Miller

    Bruce Miller

    Chief Executive OfficerCRD 4917410

  • Puja Seam

    Puja Seam

    Chief Operating OfficerCRD 4242591

  • Andriy Shapowal

    Andriy Shapowal

    Chief Investment OfficerCRD 6160699

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Contacts

3 of 4
  • Chad Morgan

    Chad Morgan

    PartnerCRD 3113607

  • Jonathan Hill

    Jonathan Hill

    PartnerCRD 4430031

  • Alexander Swartz

    Alexander Swartz

    Deputy General CounselCRD 6772656

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$1.4B in ETFs

Passive

100%

$1.4B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$424M617,16629.33%
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Location

Primary office

Charlottesville, VA

Charlottesville City

Location

Charlottesville, VA

Headquartered in Charlottesville, VA, in the South of the United States.

Region
South
County
Charlottesville City
Address
240 W Main St
Time zone
ET (UTC-5)
Office locations

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