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| Avory & Company LLC
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|---|---|
| CRD # | 284812 |
| SEC # | 801-114763 |
| CIK # | 0001842766 |
| AUM | $270.6 MM (2023-03-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 305-306-9494 |
| Address | 4770 Biscayne Blvd Suite 1480 Miami, FL 33137 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CPRI | 6,319.3 | 16.5 | |
| NTNX | 3,279.2 | 15.5 | |
| FVRR | 1,348.3 | 14.2 | |
| Z | 8,160.2 | 11.0 | |
| ZM | 33,755.5 | 10.2 | |
| SQ | 38,081.1 | 10.1 | |
| OMCL | 5,308.6 | 9.0 | |
| WIX | 3,781.1 | 5.1 | |
| DUOL | 3,582.1 | 1.0 | |
| CRM | 170,602.7 | 0.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 1.4 |
| (b) Individuals (high net worth individuals) | 37 | 254.2 |
| (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 | 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 | 13 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 69 | 270.6 |
| By Discretionary | ||
| Discretionary | 68 | 98.3 |
| Non-Discretionary | 1 | 172.3 |
| Total | 69 | 270.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 268.2 | |
| Total | 69 | 270.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001842766] |
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