AVEGO MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$918M
Discretionary
$918M
100% of AUM
Avg account
$102M
Accounts
9
Employees
16
Advisory reps
4

Firm details

Headquarters
ALPHARETTA, Georgia
CRD number
310520
Registered since
January 19, 2021
Website
avego.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avego Management, LLC is a boutique manager focused on pooled investment vehicles for institutional clients, operating as a limited liability company and registered with the SEC in 2021. The firm functions as an active sponsor and general partner of its funds and positions itself as a multifaceted alternatives manager—running private equity, hedge fund, and venture strategies while also allocating to external alternative managers. Its advisory activity centers on portfolio management for pooled vehicles rather than one-on-one retail advisory, and it structures fees using a mix of percentage-of-AUM, fixed fees and performance-based arrangements. Investment preferences tilt heavily toward private-market and hedge strategies. Avego builds and manages multiple closed-end and pooled products and supplements internal vehicles with allocations to third-party managers in private equity, venture capital, hedge funds and private credit. ESG is not a stated driver of their investment process. The firm’s client base is institutional and concentrated, which supports a focus on customized fund construction and sponsor-level governance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALYSSA ROMANO

    Chief Financial Officer & Chief Compliance OfficerCRD 6949274

Contacts

3 of 3
  • JAMES FLEXNER

    Managing PartnerCRD 5906096

  • THOMAS VANDERVORT

    Managing PartnerCRD 7288797

  • BALAJI VENKATARAMAN

    Founder and Managing PartnerCRD 6919480

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ALPHARETTA, GA

FULTON

Location

ALPHARETTA, GA

Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
100 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth