VENTURI PRIVATE WEALTH

VENTURI PRIVATE WEALTH of AUSTIN, TX is an SEC-registered investment adviser (CRD 169576). Regulatory assets under management: $3.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (23)

NameRoleLocation
Russell Wayne NorwoodMANAGING MEMBER, CEOAUSTIN, TX
Ashi Sarvabhaum ParikhPRESIDENT & CIOAtlanta, GA
George Lawson ClarkMEMBER
Richard Michael BanksCHIEF FINANCIAL OFFICER
David Vance SwannCHIEF COMPLIANCE OFFICER & GENERAL COUNSEL
Joey Dwayne SagerMEMBER
Kent Raymond WeldonMANAGING MEMBER AND SOLE OWNER
SWANN DAVID VANCECHIEF COMPLIANCE OFFICER & GENERAL COUNSEL
STAFF MICHAEL THEODOREMEMBER
PURCELL JOHN PETERMEMBER
RINNER ROBERT ANDREWCHIEF COMPLIANCE OFFICER
FLOOD KEITH OWENCHIEF COMPLIANCE OFFICER
CLARK MEGHANN LMEMBER
BANKS DOUGLAS MICHAELCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER (+3 more)
WELDON KENT RAYMONDMANAGING MEMBER AND SOLE OWNER
SANDERS JAMES MICHAELDIRECTOR, SR. ADVISOR; MEMBER
NORWOOD RUSSELL WAYNEMANAGING MEMBER, CEO; MEMBER
PARIKH ASHI SARVABHAUMPRESIDENT & CIO
SOUGSTAD JONNACHIEF COMPLIANCE OFFICER
CLARK GEORGE LAWSONMEMBER
SAGER JOEY DWAYNEMEMBER
BELL SYLVIA EMMACHIEF OPERATING OFFICER
STATON JESSICA LCHIEF OPERATIONS OFFICER

Private funds (11)

Private Equity Fund: 4 · Other Private Fund: 6 · Real Estate Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
VIP ALPHA PLUS FUND I LPPrivate Equity FundDelaware101$72.4M$250K
VENTURI INVESTMENT PARTNERS II, L.P.Private Equity FundDelaware82$65.8M$250K
VIP REO, LPReal Estate FundDelaware54$37.3M$250K
VIP ACS IV, L.P.Other Private FundDelaware59$32.9M$250K
VIP STONELAKE, L.P.Other Private FundDelaware19$25.2M$1.0M
VIP ACS III, L.P.Other Private FundDelaware30$22.2M$250K
VIP ALPHA PLUS FUND II LPPrivate Equity FundDelaware21$15.3M$250K
VENTURI INVESTMENT PARTNERS, L.P.Private Equity FundDelaware17$9.4M$500K
VIP ACS II, L.P.Other Private FundDelaware36$5.7M$250K
VIP JTS, L.P.Other Private FundDelaware15$4.3M$250K
VIP ACS, L.P.Other Private FundDelaware23$69K$250K

Branch offices (2)

CityStateEmployeesPhone
OKLAHOMA CITYOK2405-254-3746
OKLAHOMA CITYOK2405-254-3746

Fund service providers (3)

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