David R. Fallgren

VENATOR MANAGEMENT LLC

Pittsburgh, PA 15228

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CRD#: 2790870

Professional summary

David Robert Fallgren is a registered financial advisor currently at VENATOR MANAGEMENT LLC located in Pittsburgh, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Fallgren's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 28, 2020 - Present

VENATOR MANAGEMENT LLC

Office #1: 615 Washington Road Suite 106, Pittsburgh, PA 15228

RIA

CRD#: 310406

Pittsburgh, PA

Past

December 24, 2013 - October 23, 2020

ROCKSHELTER CAPITAL MANAGEMENT LLC

RIA

CRD#: 169562

CANONSBURG, PA

Past

November 28, 2000 - December 31, 2013

QUAKER CAPITAL MANAGEMENT CORP

RIA

CRD#: 104812

CANONSBURG, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VENATOR MANAGEMENT LLC

CRD#: 310406 / SEC#: 801-119414

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VENATOR MANAGEMENT LLC

CRD#: 310406 / SEC#: 801-119414

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

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Contact information

Main Address

615 Washington Road Suite 106, Pittsburgh, PA 15228-1926

Mailing Address

Phone number

(412) 586-3747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VENATOR MANAGEMENT LLC - ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 428,476,993

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David R. Fallgren

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Fallgren's CRS (Customer Relationship Summary).

Certified licenses

Experience

VENATOR MANAGEMENT LLC

ROCKSHELTER CAPITAL MANAGEMENT LLC

QUAKER CAPITAL MANAGEMENT CORP

Primary Firm SEC Registration

VENATOR MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

VENATOR MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VENATOR MANAGEMENT LLC

TRUST BUT VERIFY

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