Catherine Avery Investment Management LLC
● SEC registered since 2017CRD 144946SEC# 801-110097Longboat Key, FL
Reg. AUM
$318M
Employees
4
Accounts
754
Location
Longboat Key, FL
Catherine Avery Investment Management LLC assets under management
Catherine Avery Investment Management LLC operates as an SEC-registered investment adviser based in Longboat Key, FL. The firm has been registered since 2017. It reports $318 million in regulatory assets under management and employs 4 people.
Catherine Avery Investment Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caim Holdings LLC Control | Catherine Avery Investment Management Holdings Llc | Over 75% | 2025 |
| Catherine Angela Maniscalco Avery Control | Chief Compliance Officer | Under 5% | 2007 |
| Catherine Angela Maniscalco Avery Control | President & Ceo | Over 75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Catherine Avery Investment Management LLC manage?
Catherine Avery Investment Management LLC reports $318 million in regulatory assets under management on its Form ADV.
How many employees does Catherine Avery Investment Management LLC have?
Catherine Avery Investment Management LLC reports 4 employees.
Where is Catherine Avery Investment Management LLC located?
Catherine Avery Investment Management LLC is based in Longboat Key, FL and has been SEC-registered since 2017.
Does Catherine Avery Investment Management LLC disclose fund performance?
Catherine Avery Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 595 Bay Isles Road, Suite 210, Longboat Key, FL 34228 |
| Phone | 941-388-7249 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318M▲ 78%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$318Mregulatory AUM
Discretionary $310.6MNon-discretionary $7.4M