Allocator Index · CRD 169576
VENTURI PRIVATE WEALTH
Austin, TX · (512) 220-2035 · linkedin.com/company/venturi-wealth-management-llc-
Fit score
84
- real_estate_fund+40
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
- aum $3.0B-$10.0B+8
HNW clients
407
Other individuals
280
HNW assets
$2.94B
Total AUM
$3.58B
Employees
38
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| VIP REO, LP | Real Estate Fund | $37.3M |
| VIP ALPHA PLUS FUND I LP | Private Equity Fund | $72.4M |
| VENTURI INVESTMENT PARTNERS II, L.P. | Private Equity Fund | $65.8M |
| VIP ACS IV, L.P. | Other Private Fund | $32.9M |
| VIP STONELAKE, L.P. | Other Private Fund | $25.2M |
| VIP ACS III, L.P. | Other Private Fund | $22.2M |
| VIP ALPHA PLUS FUND II LP | Private Equity Fund | $15.4M |
| VENTURI INVESTMENT PARTNERS, L.P. | Private Equity Fund | $9.4M |
| VIP ACS II, L.P. | Other Private Fund | $5.7M |
| VIP JTS, L.P. | Other Private Fund | $4.3M |
| VIP ACS, L.P. | Other Private Fund | $69K |