Ventras Capital Advisors LLC is a large advisory firm based in Berwyn. It manages $3 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado, Delaware, and Pennsylvania.
Ventras Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ventras Capital Advisors LLC is $3 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ventras Capital Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
The principal office where Ventras Capital Advisors LLC performs its advisory services is located at 1055 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 267-319-7850 or by fax 267-319-7849. The normal business hours are 9am-5pm on Monday - Friday.