Worth Venture Partners, LLC
| Private | |
| ISIN | 🆔 |
| Industry | Investment management |
| Founded 📆 | 2012 |
| Founder 👔 | David Wertentheil |
Area served 🗺️ | |
Key people |
|
| Products 📟 | Investment advisory, AI-based investment tools |
| Total assets | US$600 million (2025) |
| Members | |
Number of employees | |
| 🌐 Website | worthventure.com |
| 📇 Address | |
| 📞 telephone | |
Worth Venture Partners, LLC is an American investment advisory firm based in Fort Lee, New Jersey. The firm was founded in 2012 and is registered with the U.S. Securities and Exchange Commission (CRD#168610). As of April 2025, it reported approximately US$600 million in assets under management (AUM).[1][2]
History
Worth Venture Partners was established in October 2012 by members of the Wertentheil family. The founding team includes David Wertentheil (Chief Executive Officer), Abby Flamholz (Chief Investment Officer), and Andrew de Montille (Chief Operating Officer).[1]
Investment Strategy
The firm focuses on allocating capital to emerging managers managing less than US$1 billion in assets. These managers typically operate in alternative investment strategies. According to HedgeWeek, Worth Venture Partners “discovers, selects, and monitors” investment managers using an internally developed evaluation process.[3]
Worth Venture Partners provides advisory services for institutional and high-net-worth clients and incorporates tax-planning structures in its portfolio construction, including the use of private placement investment vehicles.[2]
Technology Initiatives
In June 2025, Worth Venture Partners and Verger Capital Management jointly launched NextGen Signal AI, an investment analytics platform that applies artificial intelligence to support institutional decision-making. According to reporting by Alternatives Watch, the initiative integrates adaptive signal generation and data-driven analysis to assist asset allocators with investment strategy design.[4]
Pensions & Investments reported that Verger Capital, a university endowment manager affiliated with Wake Forest University, joined with Worth Venture Partners to co-develop the platform and contribute operational oversight.[5]
See also
References
- ↑ 1.0 1.1 "Worth Venture Partners – Firm Summary". U.S. Securities and Exchange Commission. Retrieved 30 June 2025.
- ↑ 2.0 2.1 "Worth Venture Partners, LLC". WhaleWisdom. Retrieved 30 June 2025.
- ↑ "Worth Venture Partners launches multi-manager hedge fund". HedgeWeek. 10 March 2014. Retrieved 30 June 2025.
- ↑ "Worth Venture Partners and Verger launch new AI company for institutional investors". Alternatives Watch. Retrieved 30 June 2025.
- ↑ "Wake Forest's in-house money manager teams up with Worth Venture to form AI company". Pensions & Investments. Retrieved 30 June 2025.
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