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| Avenir Corporation
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| CRD # | 110545 |
| SEC # | 801-32509 |
| CIK # | 0001033475, 0001866419 |
| AUM | 849.3 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 202-659-4427 |
| Address | 277 South Washington Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001033475 0001866419 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amazon HoldCo Inc | 21.9 | ||
| Pangaea Logistics Solutions Ltd | 21.1 | ||
| Lockheed Martin Corp | 19.3 | ||
| BOK Financial Corp ET AL | 16.0 | ||
| Visa Inc | 12.4 | ||
| MPLX LP | 10.7 | ||
| SBA Communications Corp | 10.6 | ||
| Energy Transfer Equity LP | 8.7 | ||
| Energy Recovery Inc | 8.2 | ||
| Atomera Inc | 5.6 | ||
| Kinder Morgan Inc | 4.9 | ||
| Enterprise Products Partners L P | 4.7 | ||
| Alphabet Inc | 3.1 | ||
| Cytosorbents Corp | 3.0 | ||
| Equinix Inc | 2.7 | ||
| Starwood Property Trust Inc | 2.3 | ||
| Sprott Physical Gold Trust | 2.1 | ||
| Molina Healthcare Inc | 2.0 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Internap Corp INAP
Common Stock
|
2016-04-05 | Sell | 59,024 | $2.47 | 145,789 |
|
Internap Corp INAP
Common Stock
|
2016-04-04 | Sell | 4,269 | $2.55 | 10,886 |
|
Internap Corp INAP
Common Stock
|
2016-04-01 | Sell | 11,950 | $2.57 | 30,711 |
|
Internap Corp INAP
Common Stock
|
2016-03-30 | Sell | 1,743 | $2.77 | 4,828 |
|
Internap Corp INAP
Common Stock
|
2016-03-30 | Other | 4,127 | ||
|
Internap Corp INAP
Common Stock
|
2016-03-29 | Sell | 3,898 | $2.67 | 10,408 |
|
Internap Corp INAP
Common Stock
|
2016-03-29 | Other | 6,436 | ||
|
Internap Corp INAP
Common Stock
|
2016-03-22 | Sell | 6,298 | $2.65 | 16,690 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affinity Capital Advisors LLC
✚
|
CA | 851.3 M |
|
Channel Wealth LLC
✚
|
CA | 850.9 M |
|
Whitaker-Myers Wealth Managers Ltd
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|
OH | 850.6 M |
|
NS Management Ltd
✚
|
850.3 M | |
|
Liberty Capital Management Inc
✚
|
MI | 849.5 M |
|
Silverlake Wealth Management LLC
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|
VT | 849.1 M |
|
Bason Asset Management LLC
✚
|
CO | 848.8 M |
|
Pennsylvania Capital Management Inc
✚
|
PA | 848.6 M |
|
BNC Wealth Management LLC
✚
|
OR | 847.5 M |
|
Mitchell Capital Management Co
✚
|
KS | 847.3 M |