David
Fallgren

Venator Management LLC

CRD#2790870
Investment Advisor
in Canonsburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Fallgren is a chartered financial analyst who works out of Canonsburg, Pennsylvania with 3 years of relevant experience. Fallgren is an employee of Venator Management LLC. The advisor has gained experience at Venator Management LLC, Quaker Capital Management Corp and Rockshelter Capital Management LLC. Fallgren is able to operate in Pennsylvania. Venator Management LLC is a registered investment business that has its headquarters in Pittsburgh, PA. It administers $282 million in total assets between its 81 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 81 client accounts, 73% belong to high-net-worth individuals who have at least $1 million in investable assets. Venator Management LLC offers a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees largely are based on which service is offered. Fees billed by Venator Management LLC most likely include any blend of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4000 Town Center Boulevard Suite 150
Canonsburg, PA 15317

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Venator Management LLC Brokerage Details

Total Assets Under Management

$281,513,519

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

81

PA Average: 3,342
Average Account Size

$3,475,476

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

David Fallgren Work History

David has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Venator Management LLC

2013 - 2020 (7 years)

Rockshelter Capital Management LLC

1997 - 2013 (16 years)

Quaker Capital Management Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Fallgren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Venator Management LLC

Constantine Mamakos
Pittsburgh, PA
David Fallgren
Canonsburg, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started