AVERA GLOBAL PARTNERS, L.P.
CRD #116040 SEC #801-60637 SAN FRANCISCO, CA 415-274-7700
SEC Registered
Total AUM
$57M
Discretionary
$57M
Employees
10
Clients
--
Accounts
5
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AVERA GP, LLC | DE | GENERAL PARTNER | NA | Control |
| AVERA GP, LLC | DE | GENERAL PARTNER | NA | Control |
| AVERA GP, LLC | DE | GENERAL PARTNER | NA | Control |
| LAMMERT, JAMES, KEVIN | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OELZE, JAN, PHILLIP | I | PRESIDENT/COO | NA | Control |
| BOICH, JOHN, DODIG | I | PARTNER | E | Control |
| BOICH, JOHN, DODIG | I | PARTNER | E | Control |
| BOICH, JOHN, DODIG | I | PARTNER | E | Control |
| RESOURCE FUELS, LLC | DE | MEMBER | B | |
| OELZE, JAN, PHILLIP | I | PRESIDENT/COO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOICH, JOHN, DODIG | I | AVERA GP, LLC | E | Control |
| BOICH, JOHN, DODIG | I | AVERA GP, LLC | E | Control |
| BOICH, JOHN, DODIG | I | AVERA GP, LLC | E | Control |
| BOICH, WAYNE, MICHAEL | I | NEXT GENERATION VENTURES, LLC | E | Control |
| NEXT GENERATION VENTURES LLC | DE | RESOURCE FUELS, LLC | E | Control |
Registrations
Federal
IA
Mar 29, 2007 REGISTERED
Notice Filings (1)
CA
Address
TWO EMBARCADERO CENTERSUITE 2350
SAN FRANCISCO, CA 94111
USA
Phone: 415-274-7700