Venture Investment Managment Co., L.L.C. (Peapack)


Venture Investment Managment Co., L.L.C. is a large advisory firm based in Peapack. It manages $642.68 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

Venture Investment Managment Co., L.L.C provides portfolio management for pooled investment vehicles 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.

Venture Investment Managment Co., L.L.C: assets under management

The assets under management (AUM) of Venture Investment Managment Co., L.L.C. is $642.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $642.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.44 million each.
Venture Investment Managment Co., L.L.C has custody of $8.03 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Venture Investment Managment Co., L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Peapack

The principal office where Venture Investment Managment Co., L.L.C. performs its advisory services is located at 88 Main Street, Peapack, NJ 07977, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-532-0020 or by fax 908-532-0040. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.viafunds.com.