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| Avendus Wealth Management Private Limited
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| |
|---|---|
| CRD # | 156771 |
| SEC # | 801-72264 |
| CIK # | |
| AUM | $1.7 BB (2024-08-14) |
| Employees | 148 (3% Investors, 0% Brokers) |
| Phone | 912266480909 |
| Address | Platina Bldg, 9th Floor, Plot No C59 Mumbai, India |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 0.2 |
| (b) Individuals (high net worth individuals) | 21 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 100 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 1.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 421 | 1.7 |
| Total | 421 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 0.0 | |
| Total | 421 | 1.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
International Assets Investment Management LLC
✚
|
FL | 1.7 |
|
The Edgar Lomax Company
✚
|
VA | 1.7 |
|
Avity Investment Management Inc
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CT | 1.7 |
|
CornerStone Management Inc
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GA | 1.7 |
|
LM Kohn & Company
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|
OH | 1.7 |
|
Beaird Harris Wealth Management LLC
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TX | 1.7 |
|
Cable Hill Partners LLC
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|
OR | 1.7 |
|
Retirement Resources Investment Corporation
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|
MA | 1.7 |
|
Ensemble Capital Management LLC
✚
|
CA | 1.7 |
|
Millennium Investment and Retirement Advisors LLC
✚
|
NC | 1.7 |