⚲
|
AVOS Capital Management LLC
✚
| |
---|---|
CRD # | 313979 |
SEC # | 801-121167 |
CIK # | |
AUM | $245.6 MM (2024-03-25) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 720-864-4348 |
Address | 1030 37th Ave E Seattle, WA 98112 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | AVOS Titus Fund LLC | [2024-03-25] | 20.7 | 15.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.9 |
(b) Individuals (high net worth individuals) | 37 | 206.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.4 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 22.6 |
(n) Other | 0 | 0.0 |
Total | 43 | 230.2 |
By Discretionary | ||
Discretionary | 42 | 125.5 |
Non-Discretionary | 1 | 104.7 |
Total | 43 | 230.2 |
By Non-United States Persons | ||
Non-United States Persons | 2.1 | |
United States Persons | 228.2 | |
Total | 43 | 230.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
AVOS Capital Management LLC | 1 | ||
Joshua Blanchfield | 1 | ||
Peter Joers | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sam Advisors LLC
✚
|
CA | 0.3 |
American Alpha Advisors LLC
✚
|
NY | 0.3 |
Huntington Management LLC
✚
|
IL | 0.2 |
HMS Capital Management LLC
✚
|
TN | 0.2 |
South Shore Capital Advisors LLC
✚
|
MA | 0.2 |
Lakewood Asset Management LLC
✚
|
IL | 0.2 |
Westwood Wealth Management
✚
|
CA | 0.2 |
Magnolia Financial Planning Services Inc
✚
|
SC | 0.2 |
Grange Capital LLC
✚
|
OR | 0.2 |
Covey Capital Advisors LLC
✚
|
GA | 0.2 |