Avos Capital Management, LLC
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 313979
- Registered since
- May 7, 2021
- Website
- www.avos.co
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents13%
- Exchange Traded Equities6%
Owners & executives
1 of 1
Joshua Blanchfield
Partner and Chief Investment OfficerCRD 7360154
Contacts
3 of 4
Michael Polansky
Founder & Managing PartnerCRD 6137523

Peter Joers
PartnerCRD 2169200
Martin Hutter
Director, InvestmentsCRD 7984241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$261M in ETFs
69%
$180M
1%
$81.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVOS GLOBAL EQUITIES ETF (AVOS) | $79.5M | 2,951,282 | 30.46% |
Location
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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