OCIO Intelligence
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Investure, LLC

Alpha Nasdaq OCIO Indices - Contributor

CHARLOTTESVILLE, VA

Form ADV and provider website profile · CRD 130099 · regulatory data as of Aug 20, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Investure, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$38.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
58Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$22.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$16.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Direct Owners & Executives

Source: Form ADV
Bruce Ashton MillerManaging Member/Chief Executive Officer
Reported since
03/2004
Type
Individual
Control person
Yes
Ownership
25% but less than 50%
Puja SeamMember/Chief Operating Officer
Reported since
02/2012
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
Andriy ShapowalMember
Reported since
01/2013
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
Chad Ryan MorganMember
Reported since
01/2015
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
Jonathan Warren HillMember
Reported since
01/2016
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
Alexander Joel SwartzMember/Chief Compliance Officer/General Counsel
Reported since
03/2017
Type
Individual
Control person
Yes
Ownership
Less than 5%
Andrew VarnesMember/Chief Financial Officer
Reported since
01/2018
Type
Individual
Control person
Yes
Ownership
Less than 5%
Vitali BezouchkoMember/Chief Data Officer
Reported since
09/2017
Type
Individual
Control person
Yes
Ownership
Less than 5%
George Frederick NoldeMember
Reported since
01/2025
Type
Individual
Control person
Yes
Ownership
5% but less than 10%

Indirect Ownership

Source: Form ADV
No indirect ownership records were reported.

Owners & Executives

Source: Form ADV
BA
Bruce Ashton Miller

Managing Member/Chief Executive Officer

PS
Puja Seam

Member/Chief Operating Officer

AJ
Alexander Joel Swartz

Member/Chief Compliance Officer/General Counsel

AV
Andrew Varnes

Member/Chief Financial Officer

VB
Vitali Bezouchko

Member/Chief Data Officer

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives9

Indirect ownership records0

Regulatory statusSEC registered investment adviser

SEC registration dateJan 20, 2004

CRD number130099