Assets Under Management

$49.0M

Number of Clients

2

Number of Advisors

1

Average Client AUM

$24.5M

AUM per Advisor

$49.0M

Compensation

Fee-Only (AUM)

About This Firm

Avondale Conquest manages the Conquest I Fund, investing long and short in securities, with a focus on small and mid-cap domestic securities. They also serve as a Sub-Advisor to the Prelude Opportunity Fund, employing a similar investment approach with client-specific limits.

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

501 Humboldt, 2nd Fl, Sausalito, CA, 94965

1 Advisors at this firm