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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) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 - 2024 |
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13F-HR | [0001842766] |
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