AVANT MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$449M
Discretionary
$449M
100% of AUM
Avg account
$64.1M
Accounts
7
Employees
8
Advisory reps
3

Firm details

Headquarters
DENVER, Colorado
CRD number
330991
Registered since
May 3, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avant Management LLC is a privately held limited liability company organized as a private equity fund manager and registered with the SEC in 2024. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. It functions as a sponsor/GP and managing member of those vehicles, suggesting it both structures funds and takes an active role in their management. Compensation is a mix of asset-based fees and performance-based fees, and the firm reports no active ESG program and is not operating as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JACOB NAGY

    Founder and Co-CEOCRD 5533129

  • Samuel Gary

    Co-CEOCRD 7085579

  • PETER WILLIAMS

    Chief Compliance Officer / Chief Financial OfficerCRD 5763731

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1515 Wynkoop St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth