RIA Intelligence

AVESI PARTNERS LLC

CRD #314570 SEC #801-121437 STAMFORD, CT (475) 333-3470
SEC Registered Private Funds
Total AUM
$2.8B
Discretionary
$2.8B
Employees
24
Clients
--
Accounts
6

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AIELLO, JOHN, FRANKIPARTNERNA Control
AIELLO, JOHN, FRANKIPARTNERNA Control
ERICKSON, PETER, JOHNIPARTNERNA Control
ERICKSON, PETER, JOHNIPARTNERNA Control
ERICKSON, PETER, JOHNIPARTNERNA Control
ERICKSON, PETER, JOHNIPARTNERNA Control
ERICKSON, PETER, JOHNIPARTNERNA Control
ERICKSON, PETER, JOHNIPARTNERNA Control
KOLTAY, SUSAN, LINDSAYICHIEF FINANCIAL OFFICERNA Control
KOLTAY, SUSAN, LINDSAYICHIEF FINANCIAL OFFICERNA Control
KOLTAY, SUSAN, LINDSAYICHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICERNA Control
KOLTAY, SUSAN, LINDSAYICHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICERNA Control
KOLTAY, SUSAN, LINDSAYICHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICERNA Control
KOLTAY, SUSAN, LINDSAYICHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, CHRISTOPHER, HALEICCONA
WILLIAMS, CHRISTOPHER, HALEICCONA Control
WILLIAMS, CHRISTOPHER, HALEICCONA Control
WILLIAMS, CHRISTOPHER, HALEIPARTNERNA Control
WILLIAMS, CHRISTOPHER, HALEIPARTNERNA Control
WILLIAMS, CHRISTOPHER, HALEIPARTNERNA Control
WILLIAMS, CHRISTOPHER, HALEIPARTNERNA Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control
LAITALA, CHRISTOPHER, MATTHEWIMANAGING MEMBERE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (2)

CT VA

Address

4 STAR POINT
SUITE 202
STAMFORD, CT 06902
United States
Phone: (475) 333-3470