Overview
Assets Under Management: $32.2 billion
Headquarters: CHARLOTTESVILLE, VA
Frequently Asked Questions
INVESTURE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130099), INVESTURE, LLC is subject to fiduciary duty under federal law.
INVESTURE, LLC is headquartered in CHARLOTTESVILLE, VA.
According to their SEC Form ADV, INVESTURE, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INVESTURE, LLC manages $32.2 billion in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, INVESTURE, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.62
Total Client Accounts: 53
Discretionary Accounts: 37
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 130099
Last Filing Date: 2024-07-25 00:00:00
Website: https://investure.com