Investment adviser · CRD 157705
AVONDALE ASSET MANAGEMENT
Investment adviser filing (IA)
AVONDALE INVESTMENT COMPANY, LLC
SANTA MONICA, CA, United States · Form ADV filed Apr 13, 2018
- Regulatory AUM
- $11.3M Form ADV · Item 5.F
- Client accounts
- 61 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 30 | $5,798,958 | 51.3% |
| High-net-worth individuals | Fewer than 5 | $4,496,721 | 39.8% |
| Investment companies | 1 | $1,000,000 | 8.9% |
Filing source
Form ADV 1209445 · Apr 13, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Apr 13, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription · Fixed
Principal office
2001 SANTA MONICA BLVD., SUITE 1165WSANTA MONICA, CA, 90404, United States
CRD 157705
Filing source
Form ADV 1209445 · Apr 13, 2018 · 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.