Avail Investment Partners, LLC
● SEC registered since 2021CRD 315678SEC# 801-122134Lemont, PA
Reg. AUM
$184.5M
Employees
8
Accounts
427
Location
Lemont, PA
Avail Investment Partners, LLC assets under management
Avail Investment Partners, LLC operates as an SEC-registered investment adviser based in Lemont, PA. The firm has been registered since 2021. It reports $184.5 million in regulatory assets under management and employs 8 people.
Avail Investment Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze | Cco | Under 5% | 2021 |
| Brett A Greenfield Control | Partner | 10-25% | 2021 |
| Derek Wade Varner Control | Partner | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Avail Investment Partners, LLC manage?
Avail Investment Partners, LLC reports $184.5 million in regulatory assets under management on its Form ADV.
How many employees does Avail Investment Partners, LLC have?
Avail Investment Partners, LLC reports 8 employees.
Where is Avail Investment Partners, LLC located?
Avail Investment Partners, LLC is based in Lemont, PA and has been SEC-registered since 2021.
Does Avail Investment Partners, LLC disclose fund performance?
Avail Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801-1 Pike Street, Lemont, PA 16851 |
| Phone | 814-996-7206 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$184.5M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$184.5Mregulatory AUM
Discretionary $184.5M