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Venerable Investment Advisers

SEC-registered adviser since 2024West Chester, PACRD 330755

$16.3B
AUM
21
Clients
See fees
Fee
3
Advisory staff

From Form ADV filed 1 July 2026 · data retrieved 15 October 2026SEC record

Venerable Investment Advisers is an investment adviser headquartered in West Chester, Pennsylvania, and registered with the SEC since 2024. Its clients include investment companies.

Its services include portfolio management for investment companies and selecting other managers. Fee arrangements include a percentage of assets under management. Venerable Holdings, Inc. owns 75% or more of Venerable Investment Advisers.

Clients

Venerable Investment Advisers serves 21 clients. The average client has about $775 million with the firm.

Regulatory assets by client type
  • Investment companies21 clients100%
Show client breakdown
Investment companies
Clients
21
Regulatory AUM
$16,274,339,420
Share
100.0%
Avg. per client
$775.0M

Total

Clients
21
Regulatory AUM
$16,274,339,420
Share
100%
Avg. per client
$775.0M

What it does

Venerable Investment Advisers provides portfolio management for investment companies, selecting other managers and other activities. It is paid through a percentage of assets.

Venerable Investment Advisers provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($16.27B across 21 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Venerable Investment Advisers does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$16.27B100%

Ownership and leadership

Venerable Holdings, Inc. owns 75% or more of Venerable Investment Advisers.

Who owns the firm
Venerable Investment Advisers, LLC· the adviser

  • Venerable Holdings, Inc.

    Control person · since October 2023

    Owns 75% or more of Venerable Investment Advisers, LLC

Leadership

  • MICHAL Lopatin
    President
  • John Genoy
    Chief Operating Officer
  • Adrea Scaramucci
    Chief Compliance Officer
  • Richard Gelfand
    CFO
  • Kristina Magolis
    General Counsel and Secretary
  • Andrew Sheridan
    Head of Adviser Investments

Staff

  • 12 employees
  • 3 in advisory functions
  • 1 broker-dealer rep

Fees

Venerable Investment Advisers is paid through a percentage of assets under management.

Venerable Investment Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Venerable Investment Advisers has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Pennsylvania · 1 listed address

  • 1475 Dunwoody Drive, Suite 200, West ChesterHQ

Other business names

Venerable Investment Advisers has reported 1 other business name to the SEC.

  • Venerable Advisers

Registration details

Legal name
Venerable Investment Advisers, LLC
Headquarters
1475 Dunwoody Drive, Suite 200, West Chester, PA 19380
Phone
610-249-2916
Website
Not reported
SEC file
801-130496
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Venerable Investment Advisers have?

Venerable Investment Advisers has 21 clients and manages $16.3 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026

What services does Venerable Investment Advisers offer?

Venerable Investment Advisers provides portfolio management for investment companies, selecting other managers and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Venerable Investment Advisers have?

Venerable Investment Advisers has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 3 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Venerable Investment Advisers?

Venerable Investment Advisers is owned through a chain of holding companies by Apollo Asset Management, Inc, Athora Holding Limited, Athora Europe Holding (bermuda) LTD, Apollo Hybrid Value Fund, L.P and Apollo Hybrid Value Overseas Partners (delaware 892), L.P. Its direct owner is Venerable Holdings, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026

How does Venerable Investment Advisers get paid?

Venerable Investment Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 1 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 330755.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Venerable Investment Advisers, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.