AVOS CAPITAL MANAGEMENT, LLC
SEC RegisteredAsset management for the modern economy
About the firm
Avos designs custom macro portfolios to grow and protect wealth in an increasingly uncertain world. Founded by a senior team from Bridgewater Associates, the firm has deep expertise in the macro linkages that drive markets and economies, with decades of institutional portfolio engineering experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts with engineered portfolios across all global liquid assets; advisory services providing CIO-level guidance for boards and families; tailored mandates aligned to bespoke objectives, taxes, and liquidity needs; macro-resilient investment strategies; and tax-aware planning.
Who they serve
Endowments, family offices, and ultra-high-net-worth individuals navigating major liquidity events.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $319k |
| High Net Worth Individuals | 44 | $167M |
| Pension/Profit Sharing Plans | 2 | $24M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 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. AVOS CAPITAL MANAGEMENT, LLC 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.
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