AVANT MANAGEMENT LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 330991
- Registered since
- May 3, 2024
- Website
- www.avantnr.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Avant Management LLC is a privately held limited liability company organized as a private equity fund manager and registered with the SEC in 2024. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. It functions as a sponsor/GP and managing member of those vehicles, suggesting it both structures funds and takes an active role in their management. Compensation is a mix of asset-based fees and performance-based fees, and the firm reports no active ESG program and is not operating as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JACOB NAGY
Founder and Co-CEOCRD 5533129
Samuel Gary
Co-CEOCRD 7085579
PETER WILLIAMS
Chief Compliance Officer / Chief Financial OfficerCRD 5763731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1515 Wynkoop St
- Time zone
- MT (UTC-7)
- Office locations
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