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AVOS CAPITAL MANAGEMENT, LLC
CRD 313979 · SEC 801-121167
CA, United States
Phone
(720) 864-4348
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.8M
Discretionary AUM
$297.8M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $319K |
| High net worth individuals | 44 | $167.1M |
| Investment companies | 1 | — |
| Pooled investment vehicles | 2 | $23.6M |
States served
CA, CO, NY, WA, CT
All web addresses on file
Official SEC filing: View on IAPD