SourcingSourcing

INVESTURE, LLC

C23
CRD 130099·SEC 801-62689·CHARLOTTESVILLE, VA
AUM
$38.52B
$1B+
Est. Revenue
$385.2M
@ 1% on AUM
Est. EBITDA
$115.6M
@ 30% margin
Est. Deal Value
$924.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTURE, LLC
CRD
130099
SEC file #
801-62689
EIN
200456218
DBA names
—

Economics

AUM
$38.52B
AUM band
$1B+
AUM trajectory
'20'26
$24.61B → $38.52B▲ +57%
Client mix
Pooled Investment Vehicles20
Charitable Organizations18

Operations

Employees (total)
51
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
14 advisors → 13 advisors▼ -7%
Primary office
CHARLOTTESVILLE VA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
investure.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLER, BRUCE, ASHTON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
MILLER, BRUCE, ASHTON
HILL, JONATHAN, WARREN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTURE.COM
Rdap Domain Creation Date
2001-04-20T07:50:01Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001476993
Edgar Registered
Yes
Edgar Filing Count
91
Edgar First Filing Date
2010-02-03
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
66
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001398344-26-008806
Edgar Former Names
Investure LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Morgan Stanley47
Northern Trust42
E*trade4
Edgar Addresses
Mailing
240 W MAIN STREETSUITE 500CHARLOTTESVILLE, VA 22902
Business
240 W MAIN STREETSUITE 500CHARLOTTESVILLE, VA 22902
Edgar EIN
200456218
Edgar Recent Filings
13F-HR2026-05-08 · 0001398344-26-008806
13F-HR2026-02-11 · 0001398344-26-002756
Fee Schedule
Bracket X88
Bracket Ix6
Bracket Iii5
Bracket I0
Bracket Ii0
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-20T07:50:01Z
Rdap Domain Last Changed
2025-04-03T13:32:42Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4917410
Trust Company Affiliate
Yes

People (9)

9
MILLER, BRUCE, ASHTON
Direct Owner · 37.5%
4917410
HILL, JONATHAN, WARREN
IAR · Direct Owner · 17.5%
4430031
MORGAN, CHAD, RYAN
Direct Owner · 17.5%
3113607
SEAM, PUJA
Direct Owner · 17.5%
4242591
SHAPOWAL, ANDRIY
Direct Owner · 17.5%
6160699
NOLDE, GEORGE, FREDERICK
Direct Owner · 7.5%
8063744
BEZOUCHKO, VITALI
Executive Officer · 2.5%
7861139
SWARTZ, ALEXANDER, JOEL
Executive Officer · 2.5%
6772656
VARNES, ANDREW
Executive Officer · 2.5%
6901091