Avenir Management Company, LLC
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Overview
Avenir Management Company, LLC is a financial advisory firm headquartered in New York, New York. The firm controls $2.0 billion in assets throughout 33 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). It has a small team, including 10 financial advisors. Avenir Management Company, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as bonds, stocks and options.
Avenir Management Company, LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without needing to seek client authorization. The firm's average account size is $59.6 million. The typical advisor at Avenir Management Company, LLC manages about three client accounts, making it one of the most personalized firms in the country.
The firm's main office is at 817 Broadway, New York, New York 10003.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Avenir Management Company, LLC by the Numbers
$2.0 billion
15
33
$59.6 million
Fee Structure
Financial advisory fees usually are based on which service is offered. However, fee types billed by Avenir Management Company, LLC likely are comprised of the following fee structures: asset-based or performance-based. Avenir Management Company, LLC does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 33 clients, Avenir Management Company, LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Avenir Management Company, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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