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Venn Wealth & Benefit Services
VENN WEALTH & BENEFIT SERVICES, LLC is a state-registered investment adviser in Altoona, PA. The firm manages $32 million in assets, $30 million on a...
Overview
VENN WEALTH & BENEFIT SERVICES, LLC is a state-registered investment adviser in Altoona, PA. The firm manages $32 million in assets, $30 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Altoona
Corporate office
Greenville, SC, United States
Principals
Chalmers 'Chad' Carr
President
Sector focus
Frequently asked questions
What asset classes does Venn target with its proprietary capital?
The firm concentrates on direct real estate and private credit. Real estate positions favor Southeastern industrial, multifamily, and agricultural-adjacent logistics properties. Private credit deployments focus on asset-backed lending and structured notes to middle-market regional borrowers, reflecting Carr's supply-chain operating knowledge (public record).
Does Venn invest in venture capital or commit to external funds?
Venn has not disclosed any venture capital positions or blind-pool fund commitments. The firm's posture is balance-sheet direct—acquiring assets it intends to hold for decades—and its geographic and sector footprint does not suggest a venture-stage mandate (Altss estimate).
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