AVONWOOD CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- WEST CONSHOHOCKEN, Pennsylvania
- CRD number
- 325043
- Registered since
- July 26, 2023
Firm profile
FINTRXOverview
Avonwood Capital Management LLC is an SEC-registered limited liability company that began registration in 2023 and is owned by an individual. The firm's public profile positions it as a manager of at least one pooled investment vehicle rather than a traditional multi-client advisory practice. Regulatory and snapshot data indicate Avonwood is not an active ESG investor and is not set up as a multi-state advisory enterprise. The firm’s reported roles include acting as general partner, sponsor, and managing member of pooled investment vehicles, which implies hands-on responsibility for fund governance, sponsor functions and certain operational or fiduciary duties typical of a private fund sponsor.
Assets & Accounts
Investments & Alternatives
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
2 of 2Brad Messinger
CEOCRD 7777813
David Price
CFOCRD 7777815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST CONSHOHOCKEN, PA
MONTGOMERY
Location
WEST CONSHOHOCKEN, PA
Headquartered in WEST CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1 Tower Brg 100 Front St
- Time zone
- ET (UTC-5)
- Office locations
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