AVICENE

RIASEC RegisteredEst. 2025
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$128M
Accounts
2
Employees
5
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
339617
Registered since
December 16, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avicene is a limited partnership that operates as a CPO/CTA and as an SEC-registered adviser (registered in 2025). It targets institutional clients and provides portfolio management for pooled investment vehicles as well as for business and institutional balance sheets. The firm charges a combination of percentage-of-AUM and performance-based fees, reflecting a compensation model aligned with active, outcome-driven strategies. Investment activity centers on alternative strategies rather than broad retail-oriented public equity models. Avicene’s classification is listed as unclassified and it does not identify as an active ESG investor. The firm is not structured as a capital allocator; instead, it functions as the manager/advisor for pooled vehicles and institutional mandates, which suggests a focus on strategy implementation and execution for a small number of large clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DENVER CHENG

    Chief Financial OfficerCRD 5210084

  • KERRY KOUREPENOS

    Partner & Chief Operating OfficerCRD 2794420

Contacts

3 of 3
  • WILLIAM CHEN

    CRD 5808900

  • RAHUL NEVATIA

    CRD 5885904

  • MOIZ KHAN

    CRD 5942861

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
650 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth