Viagem, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,000,000
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$7,500,000
About
ViaGem, LLC provides investment consulting and discretionary investment management primarily to faith- and mission-based institutional investors, including religious institutes, sponsored institutions, charitable trusts, foundations, and endowments. The firm operates at a small scale—reporting roughly $15 million in regulatory assets under management and serving a very limited number of institutional clients—and also delivers non-investment consulting services through a related consulting entity.
The firm’s advisory work combines manager search and both quantitative and qualitative due diligence using manager and fund databases, with ongoing monitoring and quarterly written reports; in consulting engagements clients or third‑party managers make final investment decisions, while the firm exercises discretion over security selection for managed accounts. Socially responsible investment objectives and ESG considerations are incorporated into investment policy development, manager selection, and monitoring when clients require them.
Noteworthy aspects compared with peers include a stated practice of providing periodic informational updates and quarterly reports that resemble periodicals, an explicit focus on charitable and institutional clients rather than retail individual investors, and the provision of non-investment services such as corporate social responsibility program support and SRI/ESG/impact evaluations. The combination of a solo-advisor structure with institutional portfolio management and specialized faith- and mission-based mandates is an uncommon profile among independent advisers.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
ESG / Sustainable investing
Fee options
Flat/fixed fees based on services anticipated during a specified time period or monthly fees.
$0 - $5,000,000: 0.45% $5,000,001 - $20,000,000: 0.35% $20,000,001 - $30,000,000: 0.175% $30,000,001 - and above: 0.035%
Fees based on specified hourly rates times number of hours required.
Fee-only: Flat/fixed fees or hourly fees available, negotiated per engagement.
Main office location
Viagem, LLC
12444 Powerscourt Drive, Suite 190
St. Louis MO 63131, United States
Number of offices
1
Most active in
Viagem, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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