Investment adviser · CRD 127498
AVATAR ASSOCIATES
Investment adviser filing (IA)
OAM AVATAR LLC
NEW YORK, NY, United States · Form ADV filed Dec 23, 2011
- Regulatory AUM
- $1.07B Form ADV · Item 5.F
- Client accounts
- 4,600 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 23, 2011. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
575 LEXINGTON AVENUE, 8TH FLOORNEW YORK, NY, 10022, United States
CRD 127498
Filing source
Form ADV 598377 · Dec 23, 2011 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.