Avm, L.P.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 16710
- Registered since
- December 13, 1985
- Website
- www.avmlp.com
Firm profile
FINTRXOverview
Avm, L.P. is recorded as a partnership that has been SEC-registered since 1985. The ownership is listed as a mix of a domestic entity and an individual. The firm’s public profile in FINTRX is minimal: it is classified as unclassified, is not flagged as a capital allocator, does not identify as a multi-state adviser, and is not marked as an active ESG investor. FINTRX contains no entries for the firm’s investment focus, advisory services, fee structure, client types, or business activities. The dataset also lists no affiliations or described activities, so there is no on-file information about how the partnership sources or manages capital, its target client segments, or its stated strategy.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Scott Wyler
Chief Executive OfficerCRD 2869488

Yelena Anuar
Principal and Chief Financial OfficerCRD 6253705

Lester Coyle
Principal, Co-Chief Investment OfficerCRD 4727659
Contacts
3 of 57
Karen Hansen
Principal & General CounselCRD 5291197

Joel Rosenberg
SalesCRD 734592

Robert Hart
Risk ManagerCRD 1087745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 777 W Yamato Rd
- Time zone
- ET (UTC-5)
- Office locations
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