Avos Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$298M
Discretionary
$298M
100% of AUM
Avg account
$5.4M
Accounts
55
Employees
7
Advisory reps
5

Firm details

Headquarters
Darien, Connecticut
CRD number
313979
Registered since
May 7, 2021
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI56.1%
  • Corporations / Businesses35.86%
  • Pooled Investment Vehicles7.93%
  • Individuals0.11%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avos Capital Management, LLC is an SEC-registered, LLC-structured investment adviser classified as a hedge fund. Registered with the SEC in 2021, the firm is individually owned and serves both individual/family clients and institutional investors. Its advisory remit spans portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and other business or institutional clients. The firm also identifies as a CPO/CTA, indicating experience managing commodity or futures strategies for pooled vehicles. Compensation comes from a mix of asset-based fees and performance-related fees, consistent with a hedge-fund style operating model. Avos does not designate itself an active ESG investor and is not described as a multi-state adviser. Its public filings characterize it as an investment adviser operating outside of the traditional broker-dealer/wirehouse channel.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 13%, Exchange Traded Equities 6%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities6%

Owners & executives

1 of 1
  • Joshua Blanchfield

    Joshua Blanchfield

    Partner and Chief Investment OfficerCRD 7360154

Contacts

3 of 4
  • Michael Polansky

    Michael Polansky

    Founder & Managing PartnerCRD 6137523

  • Peter Joers

    Peter Joers

    PartnerCRD 2169200

  • Martin Hutter

    Director, InvestmentsCRD 7984241

Unlock 1 more contacts

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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ETF holdings

1 of 22

Active vs passive

$261M in ETFs

Passive

69%

$180M

Active

1%

$81.4M

ETFProviderStyleCategoryValueShares% of portfolio
AVOS GLOBAL EQUITIES ETF (AVOS)$79.5M2,951,28230.46%

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, 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
19 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth