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Venerable Investment Advisers, LLC
Tim Brown · Investment Advisor · Multi-Strategy
Venerable Investment Advisers, LLC is a wholly-owned subsidiary of Venerable Holdings, Inc., established in 2023 to manage the investment portfolios underlying the firm's variable annuity business. Headquartered in West Chester, Pennsylvania, the institution provides investment advisory services for the Venerable Variable Insurance Trust, which comprises a suite of mutual funds designed for insurance-dedicated products. The firm focuses on managing and optimizing legacy variable annuity blocks through a scalable, multi-manager platform, leveraging strategic partnerships with institutional sub-advisers to enhance long-term performance and risk-adjusted outcomes for its clients and policyholders.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +50.9% |
| YTD return | +43.4% |
| Sharpe ratio | 3.52 |
| Win rate | 51% |
| AUM | $0.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.venerable.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MPC | Marathon Petroleum Corp | 7.9% | +54.5% |
| SNOW | Snowflake Inc. | 7.5% | -2.9% |
| PSX | Phillips 66 | 7.0% | +36.1% |
| NET | Cloudflare Inc | 6.6% | +32.8% |
| HOOD | Robinhood Markets Inc | 5.8% | +19.1% |
| DDOG | Datadog Inc | 5.0% | -6.2% |
| HPE | Hewlett Packard Enterprise Co | 5.0% | +6.2% |
| WBD | Warner Bros Discovery Inc | 4.5% | -1.6% |
| LITE | Lumentum Holdings Inc | 4.5% | +6.2% |
| RCL | Royal Caribbean Cruises Ltd | 4.4% | -12.8% |
| SPG | Simon Property Group Inc | 4.4% | -4.9% |
| DLR | Digital Realty Trust Inc | 4.4% | -3.4% |
| ALL | The Allstate Corporation | 4.3% | -3.8% |
| FIX | Comfort Systems USA Inc | 4.2% | +2.9% |
| TRGP | Targa Resources Inc | 4.2% | +0.7% |
| URI | United Rentals Inc | 4.2% | +1.2% |
| KMI | Kinder Morgan Inc | 4.1% | +1.7% |
| OKE | ONEOK Inc | 4.1% | -3.6% |
| COR | Cencora Inc. | 4.0% | -6.7% |
| BKR | Baker Hughes Co | 4.0% | -8.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | FIX | 4.2% → 4.2% |
| Sep 14, 2026 | BUY | TRGP | 4.2% → 4.2% |
| Sep 14, 2026 | BUY | HPE | 4.6% → 5.0% |
| Sep 14, 2026 | SELL | SPG | 4.5% → 4.4% |
| Sep 14, 2026 | SELL | DDOG | 4.7% → 5.0% |
Investment Style Analysis
Venerable Investment Advisers, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Refining & Marketing and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Venerable Investment Advisers, LLC made a significant move by increasing exposure to FIX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on a disciplined multi-manager approach that seeks to deliver diverse and specialized investment solutions through strategic sub-advisory partnerships. By utilizing an open-architecture platform, Venerable Investment Advisers matches asset management expertise with the specific liability profiles of its variable annuity business. The institution emphasizes rigorous risk management and a robust hedging program designed to protect excess capital and ensure stability across volatile market environments. Their strategy involves creating an efficient, cloud-based operating model that balances investment performance with operational scalability to meet the long-term obligations of policyholders.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Venerable Investment Advisers, LLC.
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Frequently asked questions
How is the simulated portfolio for Venerable Investment Advisers, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Venerable Investment Advisers, LLC's largest holding?
As of the latest filing, Venerable Investment Advisers, LLC's top position is Marathon Petroleum Corp (MPC), representing 7.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Venerable Investment Advisers, LLC's historical performance and risk profile?
Our simulation indicates a total return of +50.9% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.52, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Venerable Investment Advisers, LLC primarily invest in?
Venerable Investment Advisers, LLC has a strong preference for the Oil & Gas Refining & Marketing sector, which makes up 14.9% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is Venerable Investment Advisers, LLC's portfolio concentrated or diversified?
Venerable Investment Advisers, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 22.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Venerable Investment Advisers, LLC performed in 2026?
Our AI-simulated model portfolio for Venerable Investment Advisers, LLC tracks a Year-to-Date (YTD) return of +43.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tim Brown manage Venerable Investment Advisers, LLC directly?
Yes, Tim Brown serves as the key portfolio manager for Venerable Investment Advisers, LLC, overseeing the investment strategy and final capital allocation decisions.