Private fund adviser · Charlottesville, VA
Investure, LLC
SEC-registered investment adviser · CRD 130099 · SEC 801-62689
At a glance
Investure, LLC is an SEC-registered investment adviser based in Charlottesville, Virginia, with $38.5 billion in regulatory assets under management as of its Form ADV filed August 20, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 204th of 4,686 private fund advisers and 539th of 17,210 SEC-registered advisers by assets.
Main office 434-220-0280investure.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $39B
- Rank among private fund advisers
- #204 of 4,686
- Rank among all SEC RIAs
- #539 of 17,210
- Rank in Virginia
- #3 of 300
- Clients
- 38
- Accounts
- 58
- Discretionary
- 57% of AUM
- Employees
- 51
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- Chad R. MorganMember
- Bruce A. MillerManaging Member/chief Executive Officer
- Puja SeamMember/chief Operating Officer
- Andriy ShapowalMember
- Jonathan W. HillMember
- Alexander J. SwartzMember/chief Compliance Officer/general Counsel
- Andrew VarnesMember/chief Financial Officer
- Vitali BezouchkoMember/chief Data Officer
- George F. NoldeMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 20 | $20B | 52% |
| Charitable organizations | 18 | $17B | 45% |
| High-net-worth individuals | – | $1.4B | 4% |
Private funds
Investure, LLC reports 21 private funds with $21B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Investure, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗investure.com ↗
AtlasMembers
The full record on Investure, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 448 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Investure, LLC manage?
Investure, LLC reports $38.5 billion in regulatory assets under management across 58 accounts, 57% of it on a discretionary basis, on its Form ADV filed August 20, 2026.
What kind of firm is Investure, LLC?
Investure, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Investure, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($19.9 billion, 20 clients); charitable organizations ($17.3 billion, 18 clients); high-net-worth individuals ($1.4 billion).
Does Investure, LLC manage private funds?
Yes. It reports 21 private funds with $20.6 billion in gross assets, including hedge funds.
Does Investure, LLC have any disciplinary history?
Investure, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Investure, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →