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⚲
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| Avenir Corporation
✚
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|
|---|---|
| CRD # | 110545 |
| SEC # | 801-32509 |
| CIK # | 0001866419, 0001033475 |
| AUM | $849.3 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 202-659-4427 |
| Address | 277 South Washington Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 90.4 | ||
| Markel Corp | 87.7 | ||
| Amazon Com Inc | 78.2 | ||
| American Tower Corp /MA/ | 71.7 | ||
| O Reilly Automotive Inc | 69.2 | ||
| Apple Inc | 58.1 | ||
| Copart Inc | 36.8 | ||
| Mastercard Inc | 32.5 | ||
| Adobe Systems Inc | 30.8 | ||
| Waystar Holding Corp | 23.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 43.9 |
| (b) Individuals (high net worth individuals) | 91 | 725.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 42.8 |
| (g) Pension and profit sharing plans | 2 | 5.8 |
| (h) Charitable organizations | 6 | 10.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 446 | 849.3 |
| By Discretionary | ||
| Discretionary | 446 | 849.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 446 | 849.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.3 | |
| Total | 446 | 849.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001033475] | |
| 3 | [0001033475] | |
| 4 | [0001033475] | |
| SC 13D | [0001033475] | |
| SC 13G | [0001033475] | |
| 13F-HR | [0001866419] | |
| 3 | [0001866419] | |
| SC 13D | [0001866419] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Affinity Capital Advisors LLC
✚
|
CA | 0.9 |
|
Channel Wealth LLC
✚
|
CA | 0.9 |
|
Whitaker-Myers Wealth Managers Ltd
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|
OH | 0.9 |
|
NS Management Ltd
✚
|
0.9 | |
|
Liberty Capital Management Inc
✚
|
MI | 0.8 |
|
Silverlake Wealth Management LLC
✚
|
VT | 0.8 |
|
Bason Asset Management LLC
✚
|
CO | 0.8 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.8 |
|
BNC Wealth Management LLC
✚
|
OR | 0.8 |
|
Mitchell Capital Management Co
✚
|
KS | 0.8 |