Avenir Management Company, LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$69.9M
Accounts
40
Employees
20
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
288045
Registered since
July 28, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avenir Management Company, LLC operates as a manager of pooled investment vehicles with a primary orientation toward venture capital. The firm reports an institutional client base and functions as sponsor, general partner and managing member for the funds it runs. Its advisory activity is focused on portfolio management for pooled vehicles rather than individual wealth management, and its fees include both a percentage-of-assets component and performance-based fees. Avenir is SEC-registered and began that registration in 2020. The firm does not position itself as an active ESG investor and is not described as a multi-state adviser. It is organized as a limited liability company and appears to act primarily as a manager/operator of private funds rather than as an outsourced allocator to other firms.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Giselle Casella

    Giselle Casella

    Chief Compliance OfficerCRD 4998512

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

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

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
817 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth