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| Avendus Wealth Management Private Limited
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|---|---|
| CRD # | 156771 |
| SEC # | 801-72264 |
| CIK # | |
| AUM | $2.4 BB (2022-10-04) |
| Employees | 134 (4% Investors, 0% Brokers) |
| Phone | 912266480050 |
| Address | Ilfs Financial Center, 6th Fl Bandraeast Mumbai, India |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 0.2 |
| (b) Individuals (high net worth individuals) | 15 | 0.3 |
| (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 | 120 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 2.4 |
| By Discretionary | ||
| Discretionary | 146 | 0.1 |
| Non-Discretionary | 407 | 2.4 |
| Total | 553 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 0.0 | |
| Total | 553 | 2.4 |
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|---|---|---|
|
Maryland Capital Management LLC
✚
|
MD | 2.5 |
|
Private Ocean LLC
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Guardian Capital Advisors LP
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HS Management Partners LLC
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Thompson Investment Management Inc
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|
Avior Wealth Management LLC
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NE | 2.4 |
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First National Advisers LLC
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NE | 2.4 |
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Frost Investment Services LLC
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TX | 2.4 |