Avesi Partners LLC

RIASEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$526M
Accounts
6
Employees
25
Advisory reps
5

Firm details

Headquarters
Stamford, Connecticut
CRD number
314570
Registered since
June 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avesi Partners LLC is organized as a limited liability company and is registered with the SEC (since 2021). The firm is structured around private equity activity: it advises pooled investment vehicles and also acts as sponsor, general partner, and managing member of those vehicles. Its client base is institutional, and it reports fee arrangements that combine a percentage of assets under management with performance-based fees. Avesi is flagged as an active ESG investor. It does not present itself as a third‑party capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
4 Star Pt
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth