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| Happy Holidays!! thanks for using AUM13F!! |
| Avity Investment Management Inc
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| CRD # | 104623 |
| SEC # | 801-6449 |
| CIK # | 0000926834 |
| AUM | $1.9 B (2025-03-21) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 203-629-2800 |
| Address | 80 Field Point Rd Greenwich, CT 06830-6416 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000926834 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 67.3 | ||
| Apple Inc | 65.0 | ||
| Microsoft Corp | 64.2 | ||
| Amphenol Corp /DE/ | 64.1 | ||
| Amazon Com Inc | 61.4 | ||
| ServiceNow Inc | 50.3 | ||
| VISA Inc | 49.9 | ||
| Nvidia Corp | 48.8 | ||
| Marsh & McLennan Companies Inc | 44.0 | ||
| United Technologies Corp /DE/ | 41.7 | ||
| Procter & Gamble Co | 41.3 | ||
| Texas Instruments Inc | 41.1 | ||
| TJX Companies Inc /DE/ | 41.0 | ||
| Applied Materials Inc /DE | 40.4 | ||
| Ecolab Inc | 38.9 | ||
| Johnson & Johnson | 38.9 | ||
| Palo Alto Networks Inc | 37.2 | ||
| FPL Group Inc | 35.2 | ||
| Alphabet Inc | 35.1 | ||
| MercadoLibre Inc | 31.8 | ||
| Accenture PLC | 31.7 | ||
| Carrier Global Corp | 31.2 | ||
| Amgen Inc | 29.6 | ||
| J P Morgan Chase & Co | 29.1 | ||
| Chevron Corp | 27.4 | ||
| Becton Dickinson & Co | 26.0 | ||
| Raymond James Financial Inc | 24.2 | ||
| Uber Technologies Inc | 16.3 | ||
| Thermo Fisher Scientific Inc | 15.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 6.3 |
| (b) Individuals (high net worth individuals) | 225 | 1,554.2 |
| (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 | 44.4 |
| (h) Charitable organizations | 20 | 175.3 |
| (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 | 10 | 82.8 |
| (n) Other | 0 | 0.0 |
| Total | 796 | 1,862.9 |
| By Discretionary | ||
| Discretionary | 796 | 1,862.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 796 | 1,862.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,862.9 | |
| Total | 796 | 1,862.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000926834] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Human Investing LLC
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|
OR | 1.9 |
|
Kiley Juergens Wealth Management LLC
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WA | 1.9 |
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Heitman Real Estate Securities LLC
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IL | 1.9 |
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Boston Family Office LLC
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MA | 1.9 |
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Suncoast Equity Management LLC
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FL | 1.9 |
|
van Hulzen Asset Management LLC
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CA | 1.9 |
|
Albion Management Group
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UT | 1.9 |
|
Rather & Kittrell Inc
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TN | 1.9 |
|
Private Wealth Asset Management LLC
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NE | 1.8 |
|
Balis Enterprises LLC
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1.8 |