# Investure, LLC

> Investure, LLC is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 130099
- Filed as: INVESTURE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlottesville, VA
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130099
- AdvisorCensus page: https://advisorcensus.com/firm/investure-llc-charlottesville-va-130099

## Quick answers

**How is Investure, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investure, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Investure, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.4% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Investure, LLC located?**
Investure, LLC's principal office is in Charlottesville, VA, according to its Form ADV.

**Is Investure, LLC registered with the SEC or a state?**
Investure, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130099.

**How much does Investure, LLC manage?**
Investure, LLC reports $38,524,231,856 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (57% discretionary).

**How have Investure, LLC's assets and staff changed since 2021?**
In the Form ADV data for Investure, LLC: Regulatory assets under management: $30,871,001,253 in the October 2021 data and $38,524,231,856 in the October 2026 data, up 25%. Total employees: 42 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investure, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20); charitable organizations (18).

**Which custodians does Investure, LLC use?**
Investure, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Investure, 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/130099

**What changed in Investure, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.4% of assets a year

> The current Management Fee schedule for Managed Accounts starts at 0.40% of the Client’s net assets under management (including amounts invested directly by Investure and amounts invested in an Investure Fund).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $38,524,231,856
- Discretionary: $22,052,319,582
- Non-discretionary: $16,471,912,274

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,389,417,974 |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $19,858,370,724 |
| Charitable organizations | 18 | $17,276,443,158 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 51 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investure.com
- LinkedIn @INVESTURE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $30,871,001,253 | 42 | September 8, 2021 |
| October 2022 | $36,279,378,598 | 40 | July 26, 2022 |
| October 2023 | $30,621,255,853 | 42 | July 21, 2023 |
| October 2024 | $32,231,415,180 | 47 | July 25, 2024 |
| October 2025 | $35,034,326,446 | 47 | March 28, 2025 |
| October 2026 | $38,524,231,856 | 51 | August 20, 2026 |

Regulatory assets under management: $30,871,001,253 in the October 2021 data and $38,524,231,856 in the October 2026 data, up 25%.
Total employees: 42 in October 2021 and 51 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 13.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investure, LLC (CRD 130099): Form ADV filing data as of October 2026.