Avondale Conquest, LLC

RIASEC Registered
Total AUM
$50M
Discretionary
$50M
100% of AUM
Avg account
$25M
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
Sausalito, California
CRD number
122821
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avondale Conquest, LLC is organized as a limited liability company operating as a hedge fund adviser serving institutional clients. The firm is individually owned and concentrates on portfolio management for pooled investment vehicles rather than serving retail households. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with an active hedge-fund style. The adviser does not identify as an ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

1 of 1
  • Timothy Kelly

    Timothy Kelly

    GENERAL PARTNER, CIOCRD 4588857

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

Sausalito, CA

Marin

Location

Sausalito, CA

Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
501 Humboldt Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth