# Venturi Private Wealth

Venturi Private Wealth is a Multi Family Office based in Austin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** 3600 N Capital of Texas Hwy, Suite 200, Austin, TX 78746, United States
- **Founded:** 2015
- **Assets under management:** $3.5B
- **Website:** venturiprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/venturiprivatewealth

## Regulatory record

- **CRD number:** 169576
- **SEC file number:** 801-78932
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169576

## About

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, 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.

## Sectors

- Private Equity
- Private Credit
- Real Estate

## Offices

- Oklahoma City, OK, United States

## People

- George Clark — Co-Founder

## Questions

### Who runs investment decisions at Venturi Private Wealth?

Russell Norwood serves as Co-Founder and CEO. George Clark serves as Co-Founder. Kent Weldon holds a minority ownership stake and contributes to strategy as a former THL Partners executive.

### How does Venturi Private Wealth source proprietary deal flow?

The firm uses its Opto Investments platform partnership for sourcing and diligence. It also draws on relationships with University of Texas Wealth Management Program and regional networks such as ACG Austin.

### Does Venturi Private Wealth participate in fund commitments or only direct deals?

Venturi runs both. It commits to private equity and private credit funds while maintaining direct co-investment access through Venturi Investment Partners LP and dedicated SPVs.

### What investment stages does Venturi Private Wealth typically target?

The firm targets buyout, growth and venture stages. It also allocates to emerging managers from Fund I to Fund III.

### Which sectors does Venturi Private Wealth explicitly avoid?

No explicit exclusions appear in public materials. The firm maintains confirmed exposure to AgriTech & FoodTech and AI/ML through its holdings and fund commitments.

### How is Venturi Private Wealth related to its founders' prior firm?

Russell Norwood and George Clark left Merrill Lynch to start Venturi in 2015. No ongoing ownership or operational tie to Merrill Lynch exists.

## Related profiles

- [CPCL](https://altss.com/profile/cpcl)
- [Imperial Tobacco Pension Fund](https://altss.com/profile/imperial-tobacco-pension-fund)

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Last updated: 2026-07-08T20:58:33.135Z

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