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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) |
| Fees | |
| Minimum | |
| Phone | 203-629-2800 |
| Address | 80 Field Point Rd Greenwich, CT 06830-6416 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000926834 |
| Sector | Form 13F Holdings | Value ($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 | |
| Microsoft Corp | 47.1 | |
| TJX Companies Inc /DE/ | 45.9 | |
| Visa Inc | 45.1 | |
| FPL Group Inc | 43.9 | |
| Eaton Corp Ltd | 43.6 | |
| United Technologies Corp /DE/ | 43.4 | |
| Old Dominion Freight Line Inc/VA | 39.3 | |
| Marsh & McLennan Companies Inc | 35.1 | |
| Ecolab Inc | 32.9 | |
| Colgate Palmolive Co | 32.3 | |
| Thermo Fisher Scientific Inc | 31.7 | |
| J P Morgan Chase & Co | 31.4 | |
| Chevron Corp | 30.8 | |
| Amgen Inc | 27.6 | |
| Oracle Corp | 26.6 | |
| Becton Dickinson & Co | 25.8 | |
| Advanced Micro Devices Inc | 24.9 | |
| MercadoLibre Inc | 21.0 | |
| Citigroup Inc | 17.9 | |
| Alphabet Inc | 17.8 | Prev | Page 1 | Next |
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 2,041.6 M |
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Atwood & Palmer Inc
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MO | 2,037.1 M |
|
Provise Management Group LLC
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FL | 2,033.4 M |
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Washington Crossing Advisors LLC
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NJ | 2,028.7 M |
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Althum Advisors LLC
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FL | 2,028.3 M |
|
Cherry Creek Family Offices LLC
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|
CO | 2,022.3 M |
|
Madison Avenue Securities LLC
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|
CA | 2,019.4 M |
|
Boston Family Office LLC
✚
|
MA | 2,019.2 M |
|
Marks Group Wealth Management Inc
✚
|
MN | 2,017.3 M |
|
Albion Management Group
✚
|
UT | 2,013.6 M |