Avenue 90

Overview

Avenue 90 operates as an independent registered investment adviser serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses, and business or institutional clients. Its fee schedule includes a percentage-of-AUM model supplemented by hourly and fixed-fee engagements, which aligns with a hybrid service mix of ongoing portfolio oversight and project-based planning work. Investment activity, as reported, leans heavily toward pooled public funds: the firm’s portfolios are built primarily from mutual funds and other public fund vehicles. Avenue 90 is not registered or classified as a capital allocator and does not self-identify as an active ESG investor. It manages client relationships from a single office and runs discretionary mandates across client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices