VI
Venerable Investment Advisers, Llc
SEC-registered
Mutual Fund / Asset Manager · Large ($10B–$100B)
CRD 330755
· SEC file 801-130496
· West Chester, PA
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $16.3B
- Discretionary
- $16.3B
- Clients
- 21
- Avg AUM / client
- $775M
- Accounts
- 21
- Employees
- 12
AUM over time
$0
$16.3B
May 2024
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 21 | $16.3B | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Timothy | President | Oct 2023 (3y) | Less than 5% | |
| Gelfand, Richard, Edward | Cfo | Oct 2023 (3y) | Less than 5% | |
| Lopatin, Michal, Levy | Head Of Venerable Investment Advisers, Llc | Oct 2023 (3y) | Less than 5% | |
| Scaramucci, Adrea, Ann | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Magolis, Kristina | General Counsel And Secretary | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Venerable Holdings, Inc. | Sole Member | Oct 2023 | A | 75% or more |
| Va Capital Company Llc | Shareholder | Jun 2018 | B | ≈ 56.25% – 100% via Venerable Holdings, Inc. |
| Aph Holdings, L.P. | Sole Member | Jan 2018 | B | 75% or more of Apollo Hybrid Value Capital Management, Llc (indirect) |
| Apollo Principal Holdings A Gp, Ltd. | Gp/Sole Lp | Feb 2019 | B | 75% or more of Aph Holdings, L.P. (indirect) |
| Apollo Asset Management, Inc | Sole Member | Jun 2007 | B | 75% or more of Apo Corp. (indirect) |
| Athora Lux Invest S.C. Sp | Limited Partner | May 2021 | B | ≈ 2.64% – 25% via Ap Violet Ath Holdings, L.P |
| Athora Deutschland Gmbh | Shareholder | Oct 2015 | B | ≈ 0.99% – 18.75% via Athora Lebensversicherung Ag |
| Athora Deutschland Holding Gmbh & Co Kg | Member | Oct 2015 | B | ≈ 0.74% – 18.75% via Athora Deutschland Gmbh |
| Athora Holding Limited | Limited Partner | Oct 2015 | B | ≈ 0.56% – 18.75% via Athora Deutschland Holding Gmbh & Co Kg |
| Athora Europe Holding Limited | Shareholder | Jan 2019 | B | ≈ 0.49% – 12.5% via Athora Belgium S.A./N.V |
| Athora Europe Holding (Bermuda) Ltd | Shareholder | Jul 2018 | B | ≈ 0.37% – 12.5% via Athora Europe Holding Limited |
| Apo Corp. | Sole Shareholder | Sep 2024 | B | 75% or more of Apollo Principal Holdings A Gp, Ltd. (indirect) |
| Athora Lebensversicherung Ag | Limited Partner | Dec 2017 | B | ≈ 1.32% – 18.75% via Athora Lux Invest S.C. Sp |
| Apollo Hybrid Value Credit Holdings, L.P | Limited Partner | May 2021 | B | ≈ 7.03% – 37.5% via Ap Violet, L.P. |
| Apollo Hybrid Value Fund, L.P | Limited Partner | May 2018 | B | ≈ 3.52% – 28.13% via Apollo Hybrid Value Credit Holdings, L.P |
| Ap Violet, L.P. | Member | Aug 2021 | B | ≈ 14.06% – 50% via Va Capital Company Llc |
| Ap Violet Ath Holdings, L.P | Limited Partner | May 2021 | B | ≈ 3.52% – 25% via Ap Violet, L.P. |
| Athora Belgium S.A./N.V | Limited Partner | Feb 2019 | B | ≈ 0.66% – 12.5% via Athora Lux Invest S.C. Sp |
| Apollo Hybrid Value Overseas Partners (Delaware 892), L.P. | Limited Partner | May 2018 | B | ≈ 1.76% – 18.75% via Apollo Hybrid Value Credit Holdings, L.P |
| Apollo Hybrid Value Advisors L.P. | General Partner | May 2021 | B | GP / trustee / elected manager of Ap Violet, L.P. (indirect) |
| Apollo Hybrid Value Capital Management, Llc | General Partner | Jan 2018 | B | GP / trustee / elected manager of Apollo Hybrid Value Advisors L.P. (indirect) |
| Ap Violet Advisors L.P | General Partner | May 2021 | B | GP / trustee / elected manager of Ap Violet Ath Holdings, L.P (indirect) |
| Ap Violet Advisors Gp, Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Ap Violet Advisors L.P (indirect) |
| Athora Lux Invest Management S.A R.L | General Partner | Dec 2017 | B | GP / trustee / elected manager of Athora Lux Invest S.C. Sp (indirect) |
| Apollo Hybrid Value Advisors, L.P | General Partner | May 2018 | B | GP / trustee / elected manager of Apollo Hybrid Value Credit Holdings, L.P (indirect) |
| Athora Deutschland Verwaltungs Gmbh | General Partner | Oct 2015 | B | GP / trustee / elected manager of Athora Deutschland Holding Gmbh & Co Kg (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Va Capital Company Llc: 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Athora Lux Invest S.C. Sp: 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Athora Deutschland Gmbh: 75% – 100% of Athora Lebensversicherung Ag × 50% – 75% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 0.99% – 18.75% of the firm
- Athora Deutschland Holding Gmbh & Co Kg: 75% – 100% of Athora Deutschland Gmbh × 75% – 100% of Athora Lebensversicherung Ag × 50% – 75% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 0.74% – 18.75% of the firm
- Athora Holding Limited: 75% – 100% of Athora Deutschland Holding Gmbh & Co Kg × 75% – 100% of Athora Deutschland Gmbh × 75% – 100% of Athora Lebensversicherung Ag × 50% – 75% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 0.56% – 18.75% of the firm
- Athora Europe Holding Limited: 75% – 100% of Athora Belgium S.A./N.V × 25% – 50% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 0.49% – 12.5% of the firm
- Athora Europe Holding (Bermuda) Ltd: 75% – 100% of Athora Europe Holding Limited × 75% – 100% of Athora Belgium S.A./N.V × 25% – 50% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 0.37% – 12.5% of the firm
- Athora Lebensversicherung Ag: 50% – 75% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 1.32% – 18.75% of the firm
- Apollo Hybrid Value Credit Holdings, L.P: 50% – 75% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Apollo Hybrid Value Fund, L.P: 50% – 75% of Apollo Hybrid Value Credit Holdings, L.P × 50% – 75% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 3.52% – 28.13% of the firm
- Ap Violet, L.P.: 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Ap Violet Ath Holdings, L.P: 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Athora Belgium S.A./N.V: 25% – 50% of Athora Lux Invest S.C. Sp × 75% – 100% of Ap Violet Ath Holdings, L.P × 25% – 50% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 0.66% – 12.5% of the firm
- Apollo Hybrid Value Overseas Partners (Delaware 892), L.P.: 25% – 50% of Apollo Hybrid Value Credit Holdings, L.P × 50% – 75% of Ap Violet, L.P. × 25% – 50% of Va Capital Company Llc × 75% – 100% of Venerable Holdings, Inc. × 75% – 100% direct ≈ 1.76% – 18.75% 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) | 07/01/2026 | 1.16 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
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
- • Other services
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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗