RIA Intelligence

CATHERINE AVERY INVESTMENT MANAGEMENT LLC

Legal name: CAIM LLC

CRD #144946 SEC #801-110097 LONGBOAT KEY, FL 941-388-7249
SEC Registered
Total AUM
$178.9M
Discretionary
$172.2M
Employees
4
Clients
10
Accounts
202

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MANISCALCO AVERY, CATHERINE, ANGELAICHIEF COMPLIANCE OFFICERNA Control
CAIM HOLDINGS LLCDECATHERINE AVERY INVESTMENT MANAGEMENT HOLDINGS LLCE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MANISCALCO AVERY, CATHERINE, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Aug 18, 2025 REGISTERED

Notice Filings (4)

CT FL NY TX

Address

595 BAY ISLES ROAD
SUITE 210
LONGBOAT KEY, FL 34228
United States
Phone: 941-388-7249