VENERABLE INVESTMENT ADVISERS, LLC
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
FINTRXOverview
Venerable Investment Advisers, LLC is an SEC-registered investment adviser (registration year 2024) organized as an LLC that serves institutional clients. The firm operates as a capital allocator and charges fees based on a percentage of assets under management. Its regulatory and business footprint includes commodity pool operator/commodity trading adviser (CPO/CTA) activities and roles as a portfolio manager for investment companies and as a selector of other advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5MICHAL Lopatin
DirectorCRD 4234096
ADREA SCARAMUCCI
Senior Vice PresidentCRD 2834845
Kristina Magolis
General Counsel and SecretaryCRD 6730263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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