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| Avity Investment Management Inc
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| CRD # | 104623 |
| SEC # | 801-6449 |
| CIK # | 0000926834 |
| AUM | 2,027.2 M (2026-06-25) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 203-629-2800 |
| Address | 80 Field Point Rd Greenwich, CT 06830-6416 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 94.8 | ||
| Apple Inc | 75.3 | ||
| Amphenol Corp /DE/ | 67.8 | ||
| Palo Alto Networks Inc | 66.4 | ||
| Alphabet Inc | 63.1 | ||
| Amazon Com Inc | 62.3 | ||
| Johnson & Johnson | 59.5 | ||
| Nvidia Corp | 58.9 | ||
| Texas Instruments Inc | 52.7 | ||
| Facebook Inc | 49.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 0.0 |
| (b) Individuals (high net worth individuals) | 241 | 1.7 |
| (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 | 0.1 |
| (h) Charitable organizations | 20 | 0.2 |
| (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 | 9 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 826 | 2.0 |
| By Discretionary | ||
| Discretionary | 826 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 826 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 826 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000926834] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Madison Avenue Securities LLC
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CA | 2,019.4 M |
|
Boston Family Office LLC
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|
MA | 2,019.2 M |
|
Marks Group Wealth Management Inc
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|
MN | 2,017.3 M |
|
Albion Management Group
✚
|
UT | 2,013.6 M |