AVESI PARTNERS LLC

CRD 314570 · SEC 801-121437

4 STAR POINT, SUITE 202, STAMFORD, CT, 06902, United States

Phone

(475) 333-3470

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.15B

Discretionary AUM

$3.15B

Team

25 total employees; 19 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	6	$3.15B

VA, CT

Official SEC filing: View on IAPD