AS Avaron Asset Management

Overview

AS Avaron Asset Management is an SEC-registered investment manager that focuses on running pooled investment vehicles with a clear tilt toward liquid public equities. The firm’s advisory activity centers on portfolio management for pooled vehicles, and its fee structure combines a percentage of assets under management with performance-based fees — a configuration common for managers that operate fund structures or separate pooled products. AS Avaron identifies as an active ESG investor, which suggests its security selection, engagement, or screening processes incorporate environmental, social or governance criteria alongside traditional financial analysis. The ownership is listed as a mix of a foreign entity and individuals, and the firm has been SEC-registered since 2016. The firm manages a relatively concentrated base of clients — just a few large relationships — and the investment profile indicates a preference for exchange-traded equities as the primary implementation vehicle. Given the pooled-vehicle mandate and the presence of performance fees, the manager likely pursues return targets that justify active positioning and may use both long-only and more opportunistic portfolio construction within its funds.

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Public Holdings

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Location & Offices