AS Avaron Asset Management

RIASEC Registered

Total AUM

$402M

Discretionary

$402M

100% of AUM

Avg account

$100M

Accounts

4

Employees

17

Advisory reps

8

Firm details

Headquarters: Tallinn,
CRD number: 282350
Registered since: January 20, 2016
Website: www.avaron.com
Custodians: SWEDBANK AS, CACEIS BANK, CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AS Avaron Asset Management is an institutional registered investment adviser formed in 2016 that appears structured as an LLC and is owned by a combination of a foreign entity and an individual. The firm focuses on portfolio management for pooled investment vehicles rather than direct retail advisory, and it charges both asset-based fees and performance-linked fees. It identifies as an active ESG investor, suggesting environmental, social or governance considerations are incorporated into its process.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities88%
Non-Investment Grade Corp Bonds7%
Cash & Cash Equivalents4%
Public Funds/Mutual Funds1%

Owners & executives

3 of 4

Kristel Kivinurm-Priisalm
Founder, Managing Partner and CEOCRD 6593866
Peter Priisalm
Founder, Partner & Investment Manager, co-CIOCRD 6593869
Valdur Jaht
Founder, Partner & Investment Manager, co-CIOCRD 6593872

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Contacts

3 of 4

Piotr Jurga
Senior AnalystCRD 6750185
Reino Pent
Senior AnalystCRD 6750184
Rain Leesi
Investment Manager & Head of ResearchCRD 6775957

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Tallinn, null

New York

Location

Tallinn, null

Headquartered in Tallinn, null, anchoring the New York-Newark, NY-NJ-CT-PA metro.

Metro area: New York-Newark, NY-NJ-CT-PA
County: New York
Address: Narva Mt 7d
Office locations

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