AVONWOOD CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST CONSHOHOCKEN, Pennsylvania
CRD number
325043
Registered since
July 26, 2023

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Brad Messinger

    CEOCRD 7777813

  • David Price

    CFOCRD 7777815

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth