DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Venerable Investment Advisers, LLC
Latest filing Jul 1, 2026
First filing on the tape May 17, 2024 · 8 filings
SEC status approved since Jun 14, 2024
RAUM
$16B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$16B as of Jul 1, 2026
Feb 24, 2025$9.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Feb 24, 20250 then
Employees (5.A)12 as of Jul 1, 2026
Feb 24, 202512 then
Private funds: no history
RAUM +66% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $775MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +66%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companies, selection of other advisers, otherreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$16B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Timothy Brown · Presidentcontrolsince 10/2023 · owns less than 5%
- Edward Richard Gelfand · Cfocontrolsince 10/2023 · owns less than 5%
- Levy Michal Lopatin · Head Of Venerable Investment Advisers, LLCcontrolsince 10/2023 · owns less than 5%
- Kristina Magolis · General Counsel And Secretarycontrolsince 01/2024 · owns less than 5%
- Ann Adrea Scaramucci · Chief Compliance Officercontrolsince 10/2023 · owns less than 5%
Entity owners
- Venerable Holdings, Inc. · Sole Memberdirect · owns 75% or more
- Ap Violet Advisors Gp, LLC · General Partnerindirect · owns F of Ap Violet Advisors L.P
- Ap Violet Advisors L.P · General Partnerindirect · owns F of Ap Violet Ath Holdings, L.P
- Ap Violet Ath Holdings, L.P · Limited Partnerindirect · owns 25% to 50% of Ap Violet, L.P.
- Ap Violet, L.P. · Memberindirect · owns 25% to 50% of Va Capital Company LLC
- Aph Holdings, L.P. · Sole Memberindirect · owns 75% or more of Apollo Hybrid Value Capital Management, LLC
- Aph Holdings, L.P. · Limited Partnerindirect · owns 25% to 50% of Apollo Hybrid Value Advisors L.P.
- Apo Corp. · Sole Shareholderindirect · owns 75% or more of Apollo Principal Holdings A Gp, Ltd.
- Apollo Asset Management, Inc · Sole Memberindirect · owns 75% or more of Apo Corp. · public reporting company
- Apollo Hybrid Value Advisors L.P. · General Partnerindirect · owns F of Ap Violet, L.P.
- Apollo Hybrid Value Advisors, L.P · General Partnerindirect · owns F of Apollo Hybrid Value Credit Holdings, L.P
- Apollo Hybrid Value Advisors, L.P · General Partnerindirect · owns F of Apollo Hybrid Value Fund, L.P
- Apollo Hybrid Value Capital Management, LLC · General Partnerindirect · owns F of Apollo Hybrid Value Advisors L.P.
- Apollo Hybrid Value Credit Holdings, L.P · Limited Partnerindirect · owns 50% to 75% of Ap Violet, L.P.
- Apollo Hybrid Value Fund, L.P · Limited Partnerindirect · owns 50% to 75% of Apollo Hybrid Value Credit Holdings, L.P
- Apollo Principal Holdings A Gp, Ltd. · Gp/Sole LPindirect · owns 75% or more of Aph Holdings, L.P.
- Athora Lebensversicherung Ag · Limited Partnerindirect · owns 50% to 75% of Athora Lux Invest S.C. Sp
- Athora Belgium S.A./N.V · Limited Partnerindirect · owns 25% to 50% of Athora Lux Invest S.C. Sp
- Athora Deutschland Gmbh · Shareholderindirect · owns 75% or more of Athora Lebensversicherung Ag
- Athora Deutschland Holding Gmbh & Co Kg · Memberindirect · owns 75% or more of Athora Deutschland Gmbh
Related persons
Schedule D 7.A
- Directed Services LLCbroker-dealernRAUM $38B
- Venerable Insurance And Annuity Companyreal estaten
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 21Feb 24, 2025 to Jan 28, 2026
- Discretionary RAUM · $9.8B to $16BFeb 24, 2025 to Jan 28, 2026
- RAUM · $9.8B to $16BFeb 24, 2025 to Jan 28, 2026
- Related adviser · false to trueFeb 24, 2025 to Jan 28, 2026
- Related bank · false to trueFeb 24, 2025 to Jan 28, 2026
- Advisory employees · 2 to 3Oct 18, 2024 to Feb 24, 2025
- Employees · 10 to 12Oct 18, 2024 to Feb 24, 2025
- Financial planning clients · 0 to 0Oct 18, 2024 to Feb 24, 2025
- Discretionary RAUM · $9.7B to $9.8BOct 18, 2024 to Feb 24, 2025
- RAUM · $9.7B to $9.8BOct 18, 2024 to Feb 24, 2025
- Accounts · 0 to 5May 24, 2024 to Sep 17, 2024
- Employees · 9 to 10May 24, 2024 to Sep 17, 2024
- Discretionary RAUM · $0 to $9.7BMay 24, 2024 to Sep 17, 2024
- RAUM · $0 to $9.7BMay 24, 2024 to Sep 17, 2024
Signals
2 dated events
- Venerable Investment Advisers, Llc reported RAUM $16.3B, up 66% from $9.8B (2025-02-24 to 2026-01-28)Jan 28, 2026 · RAUM change · derived
- Venerable Investment Advisers, Llc filed its initial SEC registration (Form ADV)May 17, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 610-249-2916reportedpublic record, Form ADV, Jul 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026