Avitas Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Avitas Wealth Management LLC
CRD #291155
SEC #801-112159
CIK #1734565
AUM $771.6 MM (100% Disc, 100% US, 2020-03-30)
Employees11 (100% Investors, 0% Brokers)
Phone424-371-9010
Address1901 Avenue of The Stars
Los Angeles, CA 90067
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
77562046531015502010201320172021
Sector Issuer Cap ($MM) Value ($MM)
COST 134,590.0 6.7
LLY 141,520.0 5.9
JPM 291,970.0 5.3
XLNX 21,480.0 5.1
ADBE 181,460.0 5.0
MA 304,460.0 4.9
HON 101,730.0 4.9
AMZN 1,207,970.0 4.7
GOOGL 970,260.0 4.7
CB 53,400.0 4.6
View All
Holdings by Sector ($)
0.40.30.20.20.10.02018201820192020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Avitas Capital Private Equity Access 2019 LP [2019-09-04] 0.0 0.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Russell Evans 1 1
Catherine Gerst 1 1
Greg Satz 1 1
Eric Taslitz 1 1
Avitas Wealth Management LLC 1 1
Comparable Firms State AUM ($BB)
Requisite Capital Management LLC
TX 0.9
Marble Harbor Investment Counsel LLC
MA 0.8
Sectoral Asset Management Inc
0.8
REX Capital Advisors LLC
RI 0.8
Henry H Armstrong Associates Inc
PA 0.8
Agili PC
VA 0.8
Harwood Capital LLP
0.7
Hunter Associates Investment Management LLC
PA 0.7
Cypress Point Wealth Management LLC
TX 0.7
Winthrop Capital Management LLC
IN 0.7
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com