AVENIR CORPORATION
SEC RegisteredAVENIR IS A VALUE ORIENTED INVESTMENT MANAGEMENT FIRM LOCATED IN WASHINGTON, D.C.
About the firm
Avenir is a value oriented investment management firm located in Washington, D.C. The firm was founded in 1980 and functioned primarily as a family office until the late 1980's, at which point it began accepting new accounts. Today Avenir manages over $1 billion in separate accounts for individuals, families and institutions, including limited partnerships, foundations, pensions and endowments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management in separate accounts, employing a discount-to-intrinsic value philosophy based on bottom-up analysis, focused on long-term total return with a margin of safety, without limitation by market capitalization or country of domicile.
Who they serve
Individuals, families and institutions, including limited partnerships, foundations, pensions and endowments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49 | $44M |
| High Net Worth Individuals | 91 | $726M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $43M |
| Charitable Organizations | 2 | $5.8M |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVENIR CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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