Avego Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$918M
Discretionary
$918M
100% of AUM
Avg account
$102M
Accounts
9
Employees
16
Advisory reps
4

Firm details

Headquarters
Alpharetta, Georgia
CRD number
310520
Registered since
January 19, 2021
Website
avego.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avego Management, LLC is an SEC-registered investment manager organized as an LLC and formed to operate pooled alternative investment vehicles. The firm is classified across multiple strategies — hedge fund, private equity, and venture capital — and describes itself as a multifaceted fund manager. Its client base is institutional, the owner type is an individual, and the adviser began SEC registration in 2021. Avego acts as sponsor and general partner or managing member of its pooled vehicles and performs portfolio management for those funds. It also holds CPO/CTA-type roles for certain vehicles. The firm charges a mix of percentage-of-assets, fixed, and performance-based fees. Avego does not report itself as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Alyssa Romano

    Alyssa Romano

    Chief Financial Officer & Chief Compliance OfficerCRD 6949274

Contacts

3 of 3
  • James Flexner

    James Flexner

    Managing PartnerCRD 5906096

  • Thomas Vandervort

    Thomas Vandervort

    Managing PartnerCRD 7288797

  • Balaji Venkataraman

    Balaji Venkataraman

    Founder and Managing PartnerCRD 6919480

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

FINTRX

Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
100 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth