AVESI PARTNERS LLC

RIASEC RegisteredEst. 2021
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$526M
Accounts
6
Employees
25
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
314570
Registered since
June 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avesi Partners LLC is organized as a limited liability company and is registered with the SEC (since 2021). The firm is structured around private equity activity: it advises pooled investment vehicles and also acts as sponsor, general partner, and managing member of those vehicles. Its client base is institutional, and it reports fee arrangements that combine a percentage of assets under management with performance-based fees. Avesi is flagged as an active ESG investor. It does not present itself as a third‑party capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • JOHN AIELLO

    Partner and Chief Operating OfficerCRD 6468578

  • CHRISTOPHER LAITALA

    Managing Partner and Chief Investment OfficerCRD 2654021

  • SUSAN KOLTAY

    Chief Financial OfficerCRD 5226308

Contacts

2 of 2
  • CHRISTOPHER WILLIAMS

    PartnerCRD 1939697

  • PETER ERICKSON

    PartnerCRD 3110808

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
4 Star Pt
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth