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| Avory & Company LLC
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|---|---|
| CRD # | 284812 |
| SEC # | 801-114763 |
| CIK # | 0001842766 |
| AUM | 353.2 M (2026-04-16) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 305-306-9494 |
| Address | 2665 S Bayshore Dr Miami, FL 33133 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Zoom Video Communications Inc | 8.6 | ||
| Square Inc | 7.4 | ||
| Zillow Group Inc | 4.3 | ||
| Clear Secure Inc | 4.1 | ||
| First Watch Restaurant Group Inc | 2.7 | ||
| Blackstone Group LP | 2.6 | ||
| Omnicell Inc | 2.6 | ||
| Paycom Software Inc | 2.4 | ||
| Amazon Com Inc | 2.3 | ||
| Facebook Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 33.8 |
| (b) Individuals (high net worth individuals) | 41 | 92.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 28 | 227.0 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 353.2 |
| By Discretionary | ||
| Discretionary | 120 | 142.6 |
| Non-Discretionary | 5 | 210.6 |
| Total | 125 | 353.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 43.1 | |
| United States Persons | 310.1 | |
| Total | 125 | 353.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842766] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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