| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Venturi Investment Partners II, L.P. | Private Equity | $68.8M | $250K |
| Vip Alpha Plus Fund I LP | Private Equity | $68.7M | $250K |
| Vip Reo, LP | Real Estate | $34.8M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashi Sarvabhaum Parikh Control | President & Cio | 5-10% | 2022 |
| Bravura Capital, LLC | Owner | 10-25% | 2021 |
| David Vance Swann Control | Chief Compliance Officer & General Counsel | Under 5% | 2020 |
Venturi Wealth Management, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
Venturi Wealth Management, LLC manages 10 private funds with combined gross assets of $261.8 million.
Venturi Wealth Management, LLC reports 36 employees.
Venturi Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2014.
Venturi Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3600 N. Capital of Texas Hwy., Building B, Suite 200, Austin, TX 78746 |
| Phone | (512) 220-2035 |
| Fax | (512) 220-2045 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1666363 |
| Discloses disciplinary history | No |
| Discretionary | $3.08B |
| Non-discretionary | $94.3M |
| Total (RAUM) | $3.18B |