AVOS Capital Management LLC

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Assets, Funds, Holdings

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AVOS Capital Management LLC
CRD #313979
SEC #801-121167
CIK #
AUM $245.6 MM (2024-03-25)
Employees 3 (100% Investors, 0% Brokers)
Phone720-864-4348
Address1030 37th Ave E
Seattle, WA 98112
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
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
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