AVITY INVESTMENT MANAGEMENT INC.
CRD #104623 SEC #801-6449 GREENWICH, CT 203-629-2800
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
8
Clients
--
Accounts
796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.9B | $1.9B | $0 | 8 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 8 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 8 | 0 |
| Feb 2024 | $1.7B | $1.7B | $0 | 8 | 0 |
| Oct 2023 | $1.5B | $1.5B | $0 | 9 | 0 |
| Oct 2023 | $1.5B | $1.5B | $0 | 9 | 0 |
| Jul 2023 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 9 | 0 |
| Aug 2022 | $1.7B | $1.7B | $0 | 9 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 8 | 0 |
| Jan 2022 | $1.5B | $1.5B | $0 | 8 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 8 | 0 |
| Feb 2021 | $1.4B | $1.4B | $0 | 8 | 0 |
| Aug 2020 | $1.4B | $1.4B | $0 | 9 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 9 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 9 | 0 |
| Jan 2020 | $1.1B | $1.1B | $0 | 9 | 0 |
| Aug 2019 | $1.1B | $1.1B | $0 | 9 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 9 | 0 |
| Nov 2018 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2017 | $1.1B | $1.1B | $0 | 9 | 200 |
| Mar 2016 | $1B | $1B | $0 | 9 | 200 |
| Nov 2015 | $1B | $1B | $0 | 9 | 200 |
| Mar 2015 | $1B | $1B | $0 | 9 | 200 |
| Jan 2015 | $954.8M | $954.8M | $0 | 9 | 200 |
| Mar 2014 | $954.8M | $954.8M | $0 | 9 | 200 |
| Jan 2014 | $885.6M | $885.6M | $0 | 9 | 200 |
| Mar 2013 | $885.6M | $885.6M | $0 | 9 | 200 |
| Nov 2012 | $830.9M | $830.9M | $0 | 9 | 200 |
| Mar 2012 | $830.9M | $830.9M | $0 | 6 | 200 |
| Jan 2012 | $830.9M | $830.9M | $0 | 6 | 200 |
| Nov 2011 | $738.7M | $738.7M | $0 | 6 | 101 |
| May 2011 | $738.7M | $738.7M | $0 | 10 | -- |
| Mar 2008 | $776.5M | $776.5M | $0 | 10 | -- |
| Nov 2007 | $816.1M | $816.1M | $0 | 10 | -- |
| Mar 2007 | $816.1M | $816.1M | $0 | 10 | -- |
| Mar 2006 | $906.1M | $906.1M | $0 | 10 | -- |
| Jan 2006 | $977.5M | $977.5M | $0 | 10 | -- |
| Mar 2004 | $955.2M | $955.2M | $0 | 10 | -- |
| Mar 2002 | $1.1B | $1.1B | $0 | 10 | -- |
DateNov 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients200
DateNov 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients200
DateJan 2015
Total AUM$954.8M
Discretionary$954.8M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$954.8M
Discretionary$954.8M
Non-Disc.$0
Employees9
Clients200
DateJan 2014
Total AUM$885.6M
Discretionary$885.6M
Non-Disc.$0
Employees9
Clients200
DateMar 2013
Total AUM$885.6M
Discretionary$885.6M
Non-Disc.$0
Employees9
Clients200
DateNov 2012
Total AUM$830.9M
Discretionary$830.9M
Non-Disc.$0
Employees9
Clients200
DateMar 2012
Total AUM$830.9M
Discretionary$830.9M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$830.9M
Discretionary$830.9M
Non-Disc.$0
Employees6
Clients200
DateNov 2011
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees6
Clients101
DateMay 2011
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$776.5M
Discretionary$776.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$816.1M
Discretionary$816.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$906.1M
Discretionary$906.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$977.5M
Discretionary$977.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$955.2M
Discretionary$955.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--