Venturi Wealth Management, LLC
● SEC registered since 2014CRD 169576SEC# 801-78932Boise, ID
Ranks #1,608 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$3.58B
Fund GAV
$290.6M
Private funds
11
Employees
28
Accounts
4,555
Location
Boise, ID
Venturi Wealth Management, LLC assets under management
Venturi Wealth Management, LLC is an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2014. It reports $3.6 billion in regulatory assets under management and employs 28 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 1,608 of 6,037 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 |
| Vip Acs IV, L.P. | Other Private | $32.9M | $250K |
| Vip Stonelake, L.P. | Other Private | $25.2M | $1M |
| Vip Acs III, L.P. | Other Private | $22.2M | $250K |
| Vip Alpha Plus Fund II LP | Private Equity | $15.4M | $250K |
| Venturi Investment Partners, L.P. | Private Equity | $9.4M | $500K |
| Vip Acs II, L.P. | Other Private | $5.7M | $250K |
| Vip Jts, L.P. | Other Private | $4.3M | $250K |
See all 11 funds — unlock the full record.
Join to unlock · $37/moVenturi Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bravura Capital, LLC | Owner | 10-25% | 2021 |
| Glenn Thomas Michael | Chief Financial Officer | Under 5% | 2018 |
| Gregory Aaron Brown Control | Co-President | 5-10% | 2007 |
| Jefferson Richard Jewell Control | Chief Operating Officer/Chief Compliance Officer | Under 5% | 2015 |
| The Caprock Group, LLC | Unit Holder | Over 75% | 2026 |
| Vivek Jindal Control | Chief Investment Officer | Under 5% | 2025 |
| William Gordon Gilbert Control | Co-President | 5-10% | 2005 |
| Tcg Midco LLC | Unit Holder | Over 75% | 2021 |
Frequently 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 28 employees.
Where is Venturi Wealth Management, LLC located?
Venturi Wealth Management, LLC is based in Boise, ID 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 | 800 W Main Street, Suite 1150, Boise, ID 83702 |
| Phone | (512) 220-2035 |
| Fax | (512) 220-2045 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1666363 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.58B▲ 19%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,340 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,037 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 19%
More than 81% of 16,820 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