Ge Vernova Investment Advisers, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $1.2B
- Accounts
- 1
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 1 | $1.2B | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Selby, Patrick, Daniel | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Marshall, Torsten, Michael | General Counsel | Dec 2023 (3y) | Less than 5% | |
| Ahmad, Nauman | Chief Executive Officer | Jan 2024 (3y) | Less than 5% | |
| Gulati, Vishal | Chief Financial Officer | Jan 2024 (3y) | Less than 5% | |
| Leahy, Patrick | Global Power Leader | Jan 2024 (3y) | Less than 5% | |
| Pugh, John, Edwin | Chief Risk Officer | Jan 2024 (3y) | Less than 5% | |
| Raniwala, Gaurav | Global Renewable Energy Leader | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ge Capital Efs Financing, Inc. | Shareholder | Sep 2023 | A | 75% or more |
| Ge Vernova Inc. | Shareholder | Sep 2023 | B | ≈ 56.25% – 100% via Ge Capital Efs Financing, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ge Vernova Inc.: 75% – 100% of Ge Capital Efs Financing, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • COST/EXPENSE REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗