Ledger.
Investor · Austin, TX

Venturi Wealth Management, Llc

Open Venturi in the network graph →
Filings
6
SEC Form D
Connections
27
co-filers
Capital
$173.6M
across filings
Active
Apr 2021
to Sep 2025

Most-connected co-filers (27)

Venturi Wealth Management, Llc · Austin, TX6 sharedVenturi Wealth Management, Llc · Austin, TX6 sharedRussell W. Norwood · AUSTIN, TX4 sharedXinyu Chen · Belmont, CA3 sharedRichard A. Allorto, Jr · Miami Beach, FL3 sharedVip Alpha Plus Gp I Llc · Austin, TX3 sharedVip Alpha Plus Gp I Llc · Austin, TX3 sharedBrian Jeon · Pittsburgh, PA1 sharedCraig Eagle · BALTIMORE, MD1 sharedVip Alpha Plus Gp I, Llc · Austin, TX1 sharedChristopher S. Schelling · Cambridge, MA1 sharedOpto Investments, Inc · New York, NY1 sharedAshi Parikh · Austin, TX1 sharedVip Spv Gp, Llc · AUSTIN, TX1 sharedVip Reo Gp, Llc · Austin, TX1 sharedVip Alpha Plus Gp I, Llc · Austin, TX1 sharedA. Opto Investment Management, Llc · New York, NY1 sharedOpto Investments, Inc · New York, NY1 sharedVip Spv Gp, Llc · AUSTIN, TX1 sharedVip Reo Gp, Llc · Austin, TX1 sharedA. Opto Investment Management, Llc · New York, NY1 sharedRita Tucci · Newark, NJ1 sharedMichael V. Banks · AUSTIN, TX1 sharedGeorge V. Clark · AUSTIN, TX1 shared

Recent filings (6)

VIP Stonelake, L.P.Sep 2025 · 8 co-filersVIP Alpha Plus Fund II LPJul 2025 · 4 co-filersVIP Alpha Plus Fund I LPDec 2023 · 9 co-filersVIP Alpha Plus Fund I LPDec 2022 · 7 co-filersVIP Alpha Plus Fund I LPNov 2021 · 9 co-filersVIP REO, L.P.Apr 2021 · 13 co-filers$25.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Venturi in the interactive graph →