RIA Intel›Advisers›Connecticut›AVESI PARTNERS LLC

AVESI PARTNERS LLC

Advisory

N·STAMFORD, CT

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+23.7%

3-Year CAGR

+7.5%

Employees

19

Assets Under Management

Total AUM$3.2B

Discretionary AUM$3.2B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees19

Investment Advisers25

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record6

First FilingMay 7, 2021

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AVESI PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.