Investure, Llc (Charlottesville)

Investure, LLC is a large advisory firm based in Charlottesville. It manages $24.61 billion of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Texas and Virginia.

Investure provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investure: assets under management

The assets under management (AUM) of Investure, LLC is $24.61 billion. The firm's AUM has grown by 1438% since the beginning of its operation, and $2.66 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $14.05 billion in discretionary accounts and $10.57 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $438.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $754.72 million.

Investure has custody of $14.65 billion in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 91% of the total AUM. The second-largest asset type is government bonds, which make up 5% of the firm’s portfolio. Investments in investment and business development companies form 4% of the total invested assets.

Robert Thorne

Robert Thorne

Automotive & Future Transportation Editor

Robert Thorne covers electric vehicle innovations, autonomous driving systems, global mobility trends, and automotive engineering developments.