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AVESI PARTNERS LLC

STAMFORD, CT · CRD 314570 · IAPD ↗ · avesipartners.com · (475) 333-3470

$3.15BRegulatory AUM
19Advisory reps
25Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — AVESI PARTNERS LLC reported RAUM up 155% ($1.11B -> $2.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — AVESI PARTNERS LLC crossed $1B in regulatory AUM ($897.5M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.