Avidity Partners Management Lp
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Overview
Avidity Partners Management Lp is a financial advisor company located in Dallas, Texas. The company manages $9.2 billion in assets across 10 client accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 15 financial advisors. Avidity Partners Management Lp does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.
Avidity Partners Management Lp manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without needing to seek client permission. The investment advisory firm oversees roughly $916.7 million for every customer account. An average advisor at Avidity Partners Management Lp administers fewer than one client account, making it one of the most individualized firms in the country.
Avidity Partners Management Lp's central office is at 2828 N. Harwood St., Suite 1220, Dallas, Texas 75201. It is allowed to provide services to customers across 2 states, including Connecticut and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Avidity Partners Management Lp by the Numbers
$9.2 billion
22
10
$916.7 million
Fee Structure
Fees for financial advisory services usually vary depending on which services are provided. Fees billed by the company most likely are comprised of some combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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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
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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
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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 10 accounts, Avidity Partners Management Lp's largest client group by number of accounts is pooled investment vehicles. About 60% of the firm's clients are from outside of the U.S.
- 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
Avidity Partners Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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