INVESTURE LLC Overview
Investure Llc is an investment advisor that manages 11.9 BN dollars in regulatory AUM and has 35 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 12/31/18. The fund's latest filing disclosed 493MM in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 12/31/18. The fund's latest filing disclosed 493MM in positions, representing 4% of the manager's regulatory AUM.
INVESTURE LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INVESTURE LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XOP | 34.3% | ETF | 15.21% | -0.35% | 0 | 4% | ||
| SPY | 14.6% | ETF | 13.47% | 0% | 0 | 33% | ||
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FEATURED IN
INVESTURE LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Alice W. Handy | Managing Member | December-2003 |
| William H. West | Member | January-2004 |
| Charles P. Cocke | Member | January-2004 |
| Bruce A. Miller | Member | March-2004 |
| Richard M. Eng | Chief Compliance Officer, Chief Operating Officer | March-2012 |
| Puja Seam | General Counsel | February-2012 |
| Andriy Shapowal | Member | January-2013 |
| Chad R. Morgan | Member | January-2015 |
INVESTURE LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
INVESTURE LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8. A. Methods of Analysis and Investment Strategies
Where Investure utilizes a “Manager of Manager” strategy in its approach to investing client assets, an analytical process assists Investure in understanding the strategies and approaches of these third-party Managers that may be considered as Investment Options. Investure examines and evaluates, on an initial and ongoing basis, Managers’ management teams, portfolio teams, security selection methodologies, and portfolio and risk management systems. Investure also relies on available data and records, such as audited financial statements, offering memoranda, holdings reports and past performance records, as well as Manager interviews, meetings and reference checks.
Once Investure has identified a Manager, Investure works with the Manager to determine whether to invest via a private fund, separately managed account or other entity...
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8. A. Methods of Analysis and Investment Strategies
Where Investure utilizes a “Manager of Manager” strategy in its approach to investing client assets, an analytical process assists Investure in understanding the strategies and approaches of these third-party Managers that may be considered as Investment Options. Investure examines and evaluates, on an initial and ongoing basis, Managers’ management teams, portfolio teams, security selection methodologies, and portfolio and risk management systems. Investure also relies on available data and records, such as audited financial statements, offering memoranda, holdings reports and past performance records, as well as Manager interviews, meetings and reference checks.
Once Investure has identified a Manager, Investure works with the Manager to determine whether to invest via a private fund, separately managed account or other entity...
Unlock Full Investment Process Description
INVESTURE LLC Portfolio Concentration
INVESTURE LLC Location
126 GARRETT STREET
SUITE J
CHARLOTTESVILLE, Virginia
UNITED STATES, 22902
SUITE J
CHARLOTTESVILLE, Virginia
UNITED STATES, 22902
INVESTURE LLC Contact Information
Phone Number: 434-220-0280
Fax Number: 434-220-0285
Website: http://www.investure.com
Fax Number: 434-220-0285
Website: http://www.investure.com
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