Avm, L.P.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 16710
- Registered since
- December 13, 1985
- Website
- www.avmlp.com
Firm profile
FINTRXOverview
Avm, L.P. is organized as a partnership and is listed as having registered with the SEC in 1985. Ownership is reported as a mix of a domestic entity and an individual. The firm's internal classification is marked as unclassified. Publicly supplied descriptors flag several operational attributes: Avm, L.P. is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser. It is also not listed as a newly formed adviser, a pension consultant, or a related adviser. The dataset provided contains very limited operational detail. There are no accompanying descriptions of business lines, advisory activities, fee structure, client segments, investment strategy, public holdings, or alternative investment usage. Anyone needing a fuller picture of how Avm, L.P. manages assets or serves clients will need to obtain additional disclosures or contact the firm directly.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
John Pollard
Deputy Chief Compliance OfficerCRD 7884559
Scott Wyler
Chief Executive OfficerCRD 2869488

Lester Coyle
Principal, Co-Chief Investment OfficerCRD 4727659
Contacts
3 of 56
Maxwell Blum
Exotic Derivatives TradingCRD 6854576
Siddhartha Saraogi
Equity Volatility TraderCRD 5840642

David Peterman
AnalystCRD 5031746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 777 W Yamato Rd
- Time zone
- ET (UTC-5)
- Office locations
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