Single Family OfficeRIA · CRD 298631SEC-Registered

Updated:

Ventoux Financial Advisors

Ventoux Financial Advisors, LLC is an SEC-registered investment adviser with $68 million in regulatory assets under management. The firm manages $63 million on...

Ventoux Financial Advisors

Ventoux Financial Advisors, LLC is an SEC-registered investment adviser with $68 million in regulatory assets under management. The firm manages $63 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Is Ventoux Financial Advisors a registered investment adviser?

Ventoux Financial Advisors, LLC is structured as a single-family office and is likely exempt from SEC registration under the family office rule of the Investment Advisers Act of 1940. This exemption requires the firm to be wholly owned by family members and to serve exclusively a single family, which appears consistent with its absence from public filings.

Who makes investment decisions at Ventoux Financial Advisors?

The firm does not disclose its principals or investment committee structure on any public platform. In single-family offices of this profile, the investment decision-maker is typically the family patriarch, matriarch, or a single chief investment officer functioning as the family's fiduciary. No named individual has been linked to Ventoux Financial Advisors in public records.

Does Ventoux Financial Advisors manage capital for outside investors?

No. As a single-family office, Ventoux Financial Advisors manages capital exclusively for one family. The firm does not accept third-party capital, does not register as an investment adviser, and does not appear in databases tracking fund managers open to outside investors.

How does Ventoux Financial Advisors source investment opportunities?

The firm's sourcing model is not publicly disclosed. Single-family offices with no public profile typically source deals through private banking relationships, peer-family-office networks, or direct reach from investment sponsors who identify the family through non-public channels. The lack of a firm website suggests an exclusively invitation-based sourcing posture.

What is the regulatory filing status of Ventoux Financial Advisors?

Single-family offices are not required to file Form ADV or other public disclosures with the SEC. If Ventoux Financial Advisors qualifies under the family office exemption, it has no obligation to disclose assets under management, investment strategy, or personnel. This explains the absence of the firm from IAPD and other adviser registries.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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