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Venerable Investment Advisers, LLC

● SEC registered since 2024CRD 330755SEC# 801-130496West Chester, PA
Export (members)
Reg. AUM
$9.8B
Employees
12
Accounts
5
Location
West Chester, PA

Venerable Investment Advisers, LLC assets under management

Venerable Investment Advisers, LLC is a registered investment adviser overseen by the SEC based in West Chester, PA. The firm has been registered since 2024. It reports $9.8 billion in regulatory assets under management and employs 12 people.

Venerable Investment Advisers, LLC owners & executives

36 reported
NameTitleOwnershipSince
Adrea Ann Scaramucci ControlChief Compliance OfficerUnder 5%2023
Kristina Magolis ControlGeneral Counsel And SecretaryUnder 5%2024
Michal Levy Lopatin ControlHead Of Venerable Investment Advisers, LlcUnder 5%2023
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Frequently asked questions

How much does Venerable Investment Advisers, LLC manage?

Venerable Investment Advisers, LLC reports $9.8 billion in regulatory assets under management on its Form ADV.

How many employees does Venerable Investment Advisers, LLC have?

Venerable Investment Advisers, LLC reports 12 employees.

Where is Venerable Investment Advisers, LLC located?

Venerable Investment Advisers, LLC is based in West Chester, PA and has been SEC-registered since 2024.

Does Venerable Investment Advisers, LLC disclose fund performance?

Venerable Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1475 Dunwoody Drive, Suite 200, West Chester, PA 19380
Phone610-249-2916
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1995758
Discloses disciplinary historyNo

Assets under management

Discretionary$9.8B
Non-discretionary$0
Total (RAUM)$9.8B