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| Avail Investment Partners LLC
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|
|---|---|
| CRD # | 315678 |
| SEC # | 801-122134 |
| CIK # | 0002134779 |
| AUM | $184.5 M (2026-03-11) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 814-996-7206 |
| Address | 8011 Pike Street Lemont, PA 16851 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002134779 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Apple Inc | 1.9 | ||
| United Parcel Service Inc | 1.7 | ||
| Alphabet Inc | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| Broadcom Inc | 1.2 | ||
| Lam Research Corp | 1.2 | ||
| Johnson & Johnson | 1.1 | ||
| Wal Mart Stores Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| International Business Machines Corp | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 23.9 |
| (b) Individuals (high net worth individuals) | 57 | 160.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 184.5 |
| By Discretionary | ||
| Discretionary | 427 | 184.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 427 | 184.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.5 | |
| Total | 427 | 184.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002134779] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.2 |
|
Logic Wealth Management LLC
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|
CA | 0.2 |
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Vanheel Management Limited
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0.2 | |
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Red Mountain Financial LLC
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Rivertree Advisors LLC
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FL | 0.2 |
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Cullen Patterson Capital Management LLC
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0.2 | |
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|
MO | 0.2 |
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Madrid Financial Services Inc
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|
CA | 0.2 |
|
Global Wealth Management LC
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|
FL | 0.2 |
|
Atlas Financial Planning LLC
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|
GA | 0.2 |