Avity Investment Management Inc.
● SEC registered since 1970CRD 104623SEC# 801-6449Greenwich, CT
Reg. AUM
$2.03B
Employees
8
Accounts
826
Location
Greenwich, CT
Avity Investment Management Inc. assets under management
Avity Investment Management Inc. is a registered investment adviser overseen by the SEC based in Greenwich, CT. The firm has been registered since 1970. It reports $2 billion in regulatory assets under management and employs 8 people.
Avity Investment Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher D Ward Control | Vice President, Principal, & Chief Compliance Officer | 10-25% | 2025 |
| Edward Charles Long Control | Executive Vice President & Secretary | 25-50% | 2005 |
| Howard Park Duncan Control | President & Treasurer | 25-50% | 2023 |
Frequently asked questions
How much does Avity Investment Management Inc. manage?
Avity Investment Management Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Avity Investment Management Inc. have?
Avity Investment Management Inc. reports 8 employees.
Where is Avity Investment Management Inc. located?
Avity Investment Management Inc. is based in Greenwich, CT and has been SEC-registered since 1970.
Does Avity Investment Management Inc. disclose fund performance?
Avity Investment Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 80 Field Point Rd., Greenwich, CT 06830-6416 |
| Phone | 203-629-2800 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.03B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$2.03Bregulatory AUM
Discretionary $2.03B