# GE Vernova Investment Advisers, LLC

> GE Vernova Investment Advisers, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 329905
- Filed as: GE VERNOVA INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329905
- AdvisorCensus page: https://advisorcensus.com/firm/ge-vernova-investment-advisers-llc-stamford-ct-329905

## Quick answers

**How is GE Vernova Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GE Vernova Investment Advisers, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is GE Vernova Investment Advisers, LLC located?**
GE Vernova Investment Advisers, LLC's principal office is in Stamford, CT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is GE Vernova Investment Advisers, LLC registered with the SEC or a state?**
GE Vernova Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329905.

**How much does GE Vernova Investment Advisers, LLC manage?**
GE Vernova Investment Advisers, LLC reports $1,238,657,494 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have GE Vernova Investment Advisers, LLC's assets and staff changed since 2024?**
In the Form ADV data for GE Vernova Investment Advisers, LLC: Regulatory assets under management: $1,846,134,056 in the October 2024 data and $1,238,657,494 in the October 2026 data, down 33%. Total employees: 28 in October 2024 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GE Vernova Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1).

**Does GE Vernova Investment Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329905

**What changed in GE Vernova Investment Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 9. Regulatory assets under management went from $1,900,908,329 to $1,238,657,494 (-35%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,238,657,494
- Discretionary: $0
- Non-discretionary: $1,238,657,494

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | 1 | $1,238,657,494 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 21 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [gevernova.com/financial-services](https://gevernova.com/financial-services)
- LinkedIn @geenergy-financial-services

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $1,846,134,056 | 28 | July 11, 2024 |
| October 2025 | $1,900,908,329 | 29 | June 2, 2025 |
| October 2026 | $1,238,657,494 | 21 | March 27, 2026 |

Regulatory assets under management: $1,846,134,056 in the October 2024 data and $1,238,657,494 in the October 2026 data, down 33%.
Total employees: 28 in October 2024 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 9.
- Regulatory assets under management went from $1,900,908,329 to $1,238,657,494 (-35%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GE Vernova Investment Advisers, LLC (CRD 329905): Form ADV filing data as of October 2026.