Venturi Wealth Management, LLC
● SEC registered since 2014CRD 169576SEC# 801-78932Austin, TX
Ranks #1,601 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.58B
Fund GAV
$290.6M
Private funds
11
Employees
38
Accounts
4,555
Location
Austin, TX
Venturi Wealth Management, LLC assets under management
Venturi Wealth Management, LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2014. It reports $3.6 billion in regulatory assets under management and employs 38 people. Venturi Wealth Management, LLC manages 11 private funds with combined gross assets of $290.6 million, including Vip Alpha Plus Fund I LP. By regulatory assets, it ranks 1,601 of 6,004 private fund managers.
Venturi Wealth Management, LLC private funds
11 funds · $290.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vip Alpha Plus Fund I LP | Private Equity | $72.4M | $250K |
| Venturi Investment Partners II, L.P. | Private Equity | $65.8M | $250K |
| Vip Reo, LP | Real Estate | $37.3M | $250K |
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Join to unlock · $37/moVenturi Wealth Management, LLC owners & executives
8 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Venturi Wealth Management, LLC manage?
Venturi Wealth Management, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Venturi Wealth Management, LLC manage?
Venturi Wealth Management, LLC manages 11 private funds with combined gross assets of $290.6 million.
How many employees does Venturi Wealth Management, LLC have?
Venturi Wealth Management, LLC reports 38 employees.
Where is Venturi Wealth Management, LLC located?
Venturi Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2014.
Does Venturi Wealth Management, LLC disclose fund performance?
Venturi Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$3.58B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$3.58Bregulatory AUM
Discretionary $3.49BNon-discretionary $90.1M
Fund type mix
Other Private6
Private Equity4
Real Estate1
Service providers
Auditor
Custodian
Administrator