Data / Investment advisers / Connecticut / Avos Capital Management, LLC
Avos Capital Management, LLC, Darien, CT: $298 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Avos Capital Management, LLC is an SEC registered investment adviser with its main office in Darien, Connecticut and reports $298 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include high net worth individuals, corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 313979
- SEC file number
- 801-121167
- SEC status
- Approved, effective May 7, 2021
- Main office
- 19 Old Kings Highway South Suite 200, Darien, CT 06820
- Phone
- (720) 864-4348
- Website
- avos.co
- Regulatory AUM
- $297,797,612 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $297,797,612
- Accounts
- 55
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $22,672,520
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $167.1 million |
| Corporations or other businesses | Fewer than 5 | $106.8 million |
| Pooled investment vehicles | 2 | $23.6 million |
| Individuals (other than high net worth individuals) | 4 | $318,897 |
| Investment companies | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $297.8 million | March 25, 2026 |
| December 1, 2025 | $252.9 million | June 6, 2025 |
Other advisers in Darien
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Caravela Energy Partners LP | Darien | $529.1 million | 2 | adviserinfo.sec.gov |
| Stratis Capital, LLC | Darien | $507.5 million | Not listed | adviserinfo.sec.gov |
| 11 Capital Partners LP | Darien | $503.5 million | 1 | adviserinfo.sec.gov |
| Cross Island Advisors LLC | Darien | $453 million | Not listed | adviserinfo.sec.gov |
| Harbour Point Capital | Darien | $302.4 million | 4 | adviserinfo.sec.gov |
| Sr Alternative Credit, LLC | Darien | $247.4 million | 4 | adviserinfo.sec.gov |
| Aqualis Partners LLC | Darien | $141.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Darien, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Avos Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.