Venturi Private Wealth

Venturi Private Wealth

Russell Norwood and George Clark established Venturi Private Wealth in 2015. Both principals previously advised clients at Merrill Lynch. The firm began as a registered investment advisor and expanded into multi-family office services that include estate planning, liquidity events and private investments. Venturi allocates across private equity, private credit, real estate, hedge funds and direct co-investments. It maintains a dedicated private equity fund vehicle and participates in fund-of-funds commitments. Confirmed holdings include positions in Tiff's Treats, Barton Watch Bands, Clean Cause and Big Blanket Co through Venturi Investment Partners LP. The firm also holds public equity exposure via ETFs such as VOO and IEMG. Geographic reach centers on North America with additional activity in emerging markets through listed holdings. The firm employs 38 professionals. It added an Oklahoma City office to serve clients beyond Texas. In May 2025 Venturi partnered with Opto Investments to automate private markets administration and source new opportunities in private credit and private equity. Adjacent vehicles include VIP REO LP for real estate and an aircraft leasing strategy. The firm supports Honor Flight Austin and the Leukemia and Lymphoma Society through annual fundraising. Venturi operates with a hybrid structure that combines in-house trust services through U.S. Bank Global Fund Services with external custodians Fidelity and Charles Schwab. This setup allows direct ownership of operating businesses alongside LP commitments while maintaining separation between advisory and proprietary fund activities.