Venturi Private Wealth
Asset Manager SEC-registered adviser
Legal name: Venturi Wealth Management, LLC
Boise, ID Website
AUM
$3.6B
Regulatory AUM
Private funds
11
Other 6 · Private Equity 4 · Real Estate 1
Private fund assets
$290.6M
Gross asset value
Employees
28
Last Form D raise
Jul 2025
Most recent fund filing
From SEC Form ADV filing (filed Aug 31, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
G
V
W
Funds(11)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Vip Alpha Plus Fund II LP | Private Equity | $15.3M | $11.8M | 15 | Jul 2025 | Cool |
| Vip Acs IV, L.P. | Other | $32.9M | $9.2M | 21 | Mar 2024 | Cold |
| Vip Acs III, L.P. | Other | $22.2M | $13.5M | 29 | Dec 2023 | Cold |
| Vip Alpha Plus Fund I LP | Private Equity | $72.4M | $60.9M | 100 | Dec 2023 | Cold |
| Vip Reo, LP | Real Estate | $37.3M | $22.3M | 48 | Apr 2021 | Cold |
| Venturi Investment Partners II, L.P. | Private Equity | $65.8M | $37.4M | 34 | Jul 2020 | Cold |
| Vip Acs II, L.P. | Other | $5.7M | — | — | Oct 2019 | Cold |
| Vip Jts, L.P. | Other | $4.3M | $11.4M | 14 | Sep 2018 | Cold |
| Vip Acs, L.P. | Other | $70K | $8.4M | 14 | Mar 2018 | Cold |
| Venturi Investment Partners, L.P. | Private Equity | $9.4M | $21.0M | 15 | Oct 2017 | Cold |
| Vip Stonelake, L.P. | Other | $25.2M | — | — | — |
Board seats(1)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 169576
- SEC file number
- 801-78932
- CIK
- 1666363
Sources
- SEC Form ADV Oct 14, 2026