Avicene

RIASEC RegisteredEst. 2025
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$128M
Accounts
2
Employees
5
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
339617
Registered since
December 16, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avicene is organized as a limited partnership and operates as an institutional registered investment adviser with SEC registration beginning in 2025. The firm serves institutional clients and organizes its investment business around pooled investment vehicles; it is registered to act as a CPO/CTA and provides portfolio management for pooled vehicles as well as for businesses or other institutions. Ownership is recorded as a mix of a domestic entity and an individual. The firm charges a combination of percentage-of-AUM and performance-based fees, consistent with its use of pooled vehicles and third‑party alternative managers. Avicene is not positioned as a capital allocator to external direct investments, it is not flagged as an active ESG investor, and it is not a multi-state adviser or pension consultant. There is no indication that it operates as a related adviser to other entities.

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

3 of 3
  • Denver Cheng

    Chief Financial OfficerCRD 5210084

  • Moiz Khan

    Founder & Chief Investment OfficerCRD 5942861

  • Kerry Kourepenos

    Kerry Kourepenos

    Partner & Chief Operating OfficerCRD 2794420

Contacts

2 of 2
  • William Chen

    Portfolio ManagerCRD 5808900

  • Rahul Nevatia

    Partner and Portfolio ManagerCRD 5885904

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
650 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth