PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Avory & Company, LLC.

● SEC registered since 2019CRD 284812SEC# 801-114763Miami, FL
Export (members)
Reg. AUM
$353.2M
Employees
3
Accounts
125
Location
Miami, FL

About Avory & Company

Avory & Co. is a data-driven asset manager that practices high-conviction value investing in quality growth companies led by strong teams. Public content emphasizes mindful process, original research, and themes tied to where the world is headed.
Summary based on the firm’s website.

Avory & Company, LLC. assets under management

Avory & Company, LLC. is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2019. It reports $353.2 million in regulatory assets under management and employs 3 people.

Avory & Company, LLC. owners & executives

3 reported
NameTitleOwnershipSince
Houston Jay Hess ControlChief Compliance OfficerUnder 5%2019
Luis Alvarez Vila ControlCo-Founder50-75%2016
Sean Nmn Emory ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Avory & Company, LLC. manage?

Avory & Company, LLC. reports $353.2 million in regulatory assets under management on its Form ADV.

How many employees does Avory & Company, LLC. have?

Avory & Company, LLC. reports 3 employees.

Where is Avory & Company, LLC. located?

Avory & Company, LLC. is based in Miami, FL and has been SEC-registered since 2019.

Does Avory & Company, LLC. disclose fund performance?

Avory & Company, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2665 S Bayshore Dr., Unit 307, Miami, FL 33133
Phone305-306-9494
Office hours8:30 a.m. - 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$353.2M▼ 6%
Mar '25 — $376.8MApr '25 — $376.8MMay '25 — $376.8MJun '25 — $376.8MJul '25 — $376.8MAug '25 — $376.8MSep '25 — $376.8MOct '25 — $376.8MNov '25 — $376.8MDec '25 — $376.8MJan '26 — $376.8MFeb '26 — $376.8MMar '26 — $353.2MApr '26 — $353.2MMay '26 — $353.2MJun '26 — $353.2MJul '26 — $353.2MAug '26 — $353.2MSep '26 — $353.2M
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers

Assets under management

$353.2Mregulatory AUM
Discretionary $142.6MNon-discretionary $210.6M