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Avatar Investors Associates Corp (New York)


Avatar Investors Associates Corp is a large advisory firm based in New York. It manages $1.47 billion of regulatory assets for 3,195 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Avatar Investors Associates Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avatar Investors Associates Corp: assets under management

The assets under management (AUM) of Avatar Investors Associates Corp is $1.47 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $459.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avatar Investors Associates Corp for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Avatar Investors Associates Corp performs its advisory services is located at 900 Third Ave, New York, NY 10022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-753-7710 or by fax 212-319-5659. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.avatar-associates.com.


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