The AVALOR INVESTMENT is a privately held investment adviser that advises $2.33Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. AVALOR INVESTMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 15.23% over the last 5-years.
The Group has been registered with the SEC for 10.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at LOEWENSTRASSE 3, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 20 employees comprised of 11 investment and 9 non-investment staff. The total number of Employees increased by 11.11% over the last 5-years.
Their $2.33Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $2.24Bn or 96.16% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $89.56mn or 3.84% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
AVALOR INVESTMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.