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Avesta Capital Advisors LLC (New York)


Avesta Capital Advisors LLC is a large advisory firm based in New York. It manages $888.52 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Avesta Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avesta Capital Advisors: assets under management

The assets under management (AUM) of Avesta Capital Advisors LLC is $888.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $888.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avesta Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
William Robert Tung Sole shareholder 1 Jul 2002 75% - 100% 2272571

Based in New York

The principal office where Avesta Capital Advisors LLC performs its advisory services is located at One Bryant Park, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-332-8868 or by fax 212-332-8874. The normal business hours are 8:00 -- 6:00 on Monday - Friday.


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