Avec LLC

Overview

Avec LLC is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on high-net-worth individuals and families, delivering fee-based discretionary portfolio management alongside financial planning and selection of other advisers. Avec LLC identifies as an active ESG investor and acts as a capital allocator, blending liquid equity exposure with selective allocations to third‑party alternative managers. The firm’s operating style appears boutique: a small client base, concentrated equity holdings, and direct use of external managers for private strategies suggest a hands-on, customized approach rather than broad mass-market productization.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices