# Avesi Partners LLC

> Avesi Partners LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 314570
- Filed as: AVESI PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314570
- AdvisorCensus page: https://advisorcensus.com/firm/avesi-partners-llc-stamford-ct-314570

## Quick answers

**How is Avesi Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Avesi Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Avesi Partners LLC located?**
Avesi Partners LLC's principal office is in Stamford, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Avesi Partners LLC registered with the SEC or a state?**
Avesi Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314570.

**How much does Avesi Partners LLC manage?**
Avesi Partners LLC reports $3,154,091,801 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Avesi Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Avesi Partners LLC: Regulatory assets under management: $0 in the October 2021 data and $3,154,091,801 in the October 2026 data. Total employees: 3 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avesi Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Avesi Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314570

**What changed in Avesi Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,827,054,370 to $3,154,091,801 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,154,091,801
- Discretionary: $3,154,091,801
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $3,154,091,801 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 25 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Richmond, VA

### Websites listed on Form ADV (Item 1.I)
- avesipartners.com
- LinkedIn @avesi-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | May 7, 2021 |
| October 2022 | $948,645,058 | 13 | March 28, 2022 |
| October 2023 | $897,533,321 | 17 | March 30, 2023 |
| October 2024 | $1,109,898,574 | 19 | March 28, 2024 |
| October 2025 | $2,827,054,370 | 24 | March 31, 2025 |
| October 2026 | $3,154,091,801 | 25 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $3,154,091,801 in the October 2026 data.
Total employees: 3 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,827,054,370 to $3,154,091,801 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avesi Partners LLC (CRD 314570): Form ADV filing data as of October 2026.