The AVOS CAPITAL MANAGEMENT is a privately held investment adviser that advises $297.8mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. AVOS CAPITAL MANAGEMENT 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 36.4% over the last 4-years.
The Group has been registered with the SEC for 5.24 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 19 OLD KINGS HIGHWAY SOUTH SUITE 200, DARIEN, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees increased by 133.33% over the last 5-years.
Their $297.8mn in assets advised are owned by 2 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $167.07mn or 56.1% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $23.61mn or 7.93% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 100% and 0% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
AVOS CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.