AVAIL INVESTMENT PARTNERS, LLC
Adviser information for AVAIL INVESTMENT PARTNERS, LLC last updated from Form ADV on March 14th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| 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 | 338 | $105.4M |
| Non-Discretionary | 0 | $0 |
| Total | 338 | $105.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 66 | $16.3M |
| HNW Individuals | 69 | $88.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $479,535 |
| 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 | <5 | $433,701 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-122134 |
|---|---|
| SEC ERA File Number | 801-122134 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315678 |
| Legal Entity Identifier | None |
Principal Office
801-1 PIKE STREETLEMONT
PA
United States
Monday - Friday, 9-5
Tel: 814-996-7206, Fax: None
Chief Compliance Officer
ASHLEIGH SWAYZE
660 NEWTOWN YARDLEY ROAD
SUITE 105
NEWTOWN
PA
United States
Tel:
6463953900
I***@************M
(Full email address available in API data)
Industry Affiliates
| INVESTMENT RESEARCH PARTNERS | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CABER, GEOFFREY, PATRICK | Individual | – | PARTNER | 07/2021 | 10-25% |
| WILDY, MARTIN, ANTHONY | Individual | – | PARTNER | 07/2021 | 10-25% |
| VARNER, DEREK, WADE | Individual | – | PARTNER | 07/2021 | 10-25% |
| GREENFIELD, BRETT, A | Individual | – | PARTNER | 07/2021 | 10-25% |
| FEINZIG, STUART, CHARLES | Individual | – | PARTNER | 07/2021 | 5-10% |
| SWAYZE, ASHLEIGH, COOPER | Individual | – | CCO | 07/2021 | < 5% |