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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Venerable Investment Advisers LLC
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|---|---|
| CRD # | 330755 |
| SEC # | 801-130496 |
| CIK # | 0001995758 |
| AUM | $9.8 B (2025-02-24) |
| Employees | 12 (25% Investors, 8% Brokers) |
| Phone | 610-249-2916 |
| Address | 1475 Dunwoody Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 9.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 9.8 |
| By Discretionary | ||
| Discretionary | 5 | 9.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 5 | 9.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Catalyst Capital Advisors LLC
✚
|
PR | 10.1 |
|
Amplify Investments LLC
✚
|
IL | 10.1 |
|
Morgan Stanley Investment Management Company
✚
|
10.1 | |
|
Sparx Asset Management Co Ltd
✚
|
10.0 | |
|
Loop Capital Asset Management - TCH LLC
✚
|
FL | 9.9 |
|
Credit Suisse Asset Management Limited
✚
|
9.7 | |
|
Impax Asset Management LLC
✚
|
NH | 9.6 |
|
Ardea Investment Management PTY Limited
✚
|
9.5 | |
|
Guardcap Asset Management Limited
✚
|
9.4 | |
|
Tensai Holding Company LLC
✚
|
9.3 |