AVESI PARTNERS LLC
Adviser information for AVESI PARTNERS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 16 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121437 |
|---|---|
| SEC ERA File Number | 801-121437 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314570 |
| Legal Entity Identifier | None |
Principal Office
4 STAR POINTSUITE 202
STAMFORD
CT
United States
Monday - Friday, 9:00AM-5:00PM
Tel: (475) 333-3470, Fax: None
Chief Compliance Officer
S. LINDSAY KOLTAY
CHIEF FINANCIAL OFFICER
4 STAR POINT
SUITE 202
STAMFORD
CT
United States
Tel:
(475) 333-3474
L******@****************M
(Full email address available in API data)
Industry Affiliates
| AVESI PARTNERS GP I LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AVESI PARTNERS AFFILIATES FUND I LP | Private Equity Fund | $5.9M | $5.0M | 13 |
| AVESI PARTNERS FUND I LP | Private Equity Fund | $338.9M | $5.0M | 78 |
| AVESI PARTNERS FUND I-A LP | Private Equity Fund | $162.3M | $5.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAITALA, CHRISTOPHER, MATTHEW | Individual | – | MANAGING MEMBER | 02/2021 | > 75% |
| WILLIAMS, CHRISTOPHER, HALE | Individual | – | PARTNER | 05/2021 | < 5% |
| KOLTAY, SUSAN, LINDSAY | Individual | – | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |
| ERICKSON, PETER, JOHN | Individual | – | PARTNER | 03/2021 | < 5% |
| AIELLO, JOHN, FRANK | Individual | – | PARTNER | 05/2023 | < 5% |