A
$184.5M Total AUM
$184.5M Disc. AUM
-- 3Y CAGR
8 Employees
144 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PathwayHarbor alpha +more
- Established Date
- 07-01-2021
- Office Locations
- 4
Office Locations
801-1 Pike Street Lemont PA
-- Fort Worth TX
-- Miami FL
About Avail Investment Partners, LLC
Avail Investment Partners is an RIA providing mission-focused financial planning and portfolio management for families and founders who want their money aligned with goals and values. The team brings institutional experience from national RIA leadership, mutual fund/endowment management, and sustainable investing. Services include investment portfolios plus tax and estate planning and risk mitigation, with direct access to the investment team.
Team overview
38 AVG AGE
$30.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.9 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier Matrix ember Prime Horizon Alpha Vital focus
Client Personas
Vertex legacy
Custodian
Signal Bridge optima Zenith peak Horizon eagle
Investment Themes
Atlas ember Quantum Zenith
Investment Vehicles
Harbor Ridge catalyst Harbor peak
Platform
Focus
Services
Matrix Signal pioneer Vector Vector pathway Insight Summit ridge Radial wave North Horizon momentum Ember
Technology
Foundation delta Focus vector Horizon Glacier foundation Beacon
Owner & Executives
GEOFFREY PATRICK CABER
Co-founder, PARTNER
- CRD
- #2294747
- Ownership
- 10% but less than 25%
(255) 453-7950
optima.summit@capitalcapital.com
in linkedin.com/in/pathway-alpha
B
BRETT A GREENFIELD
PARTNER
- CRD
- #4374103
- Ownership
- 10% but less than 25%
(441) 791-8746
signal.frontier@vitalcapital.com
in linkedin.com/in/vertex-catalyst
U
Unison vertex
Vector horizon
- CRD
- #33436
- Ownership
- 37.3%
(275) 653-1609
foundation.legacy@capitalcapital.com
in linkedin.com/in/beacon-catalyst
Showing 2 of 6 owners & executives
Unlock allContacts
Arielle Nicole Buitenhuys
--
- CRD
- #6914760
(789) 823-4056
foundation.horizon@fusioncapital.com
in linkedin.com/in/ridge-ridge
Roderick Ryan Hays
--
- CRD
- #7340818
(447) 437-1983
insight.zenith@foundationcapital.com
in linkedin.com/in/vector-meridian
C
Catalyst delta
Eagle radial
- CRD
- #82529
(571) 498-8028
peak.summit@capitalcapital.com
in linkedin.com/in/vector-ember
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,457,139 | $431,984 |
| Non-Discretionary | $0 | -- |
| Total | $184,457,139 | $431,984 |
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Separately Managed Accounts
Total SMA Asset: $184,027,662
Public Funds:
16.7% Equity - Exchange:
8.5% Cash:
16.9% Private Funds:
8.0% Corporate - Investment Grade:
18.4% Municipal Bonds:
6.0% Other:
14.3% U.S. Government/Agency:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,267,757,598 | 16.7% |
| Equity - Exchange | $645,265,843 | 8.5% |
| Cash | $1,282,940,324 | 16.9% |
| Private Funds | $607,309,029 | 8.0% |
| Corporate - Investment Grade | $1,396,810,767 | 18.4% |
| Municipal Bonds | $455,481,772 | 6.0% |
| Other | $1,085,564,889 | 14.3% |
| U.S. Government/Agency | $850,232,641 | 11.2% |
| Total | $7,591,362,863 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN ALPHA | VALUE VERTEX | PRLOSDIK1 | SGGZ | 10.10% | $60,940,103 |
| QUANTUM BRIDGE | PRIME BRIDGE | 96S9LK5IR | HQVSZ | 1.73% | $73,874,564 |
| VALUE HORIZON | TIMBER TIMBER | VXHVHV8WB | LLL | 1.51% | $114,377,776 |
| VITAL PATHWAY CREST | MATRIX INSIGHT | O95HRWVZG | UYM | 11.85% | $40,863,258 |
| CAPITAL INSIGHT | ALPHA MERIDIAN | CRJ45Z6G7 | CTNIM | 8.84% | $30,029,445 |
| EMBER MERIDIAN HORIZON | CREST SUMMIT | EIKJF3PA7 | KUSK | 1.85% | $91,210,934 |
| TIMBER DELTA HORIZON | PEAK CREST | YV9RYFADD | RAG | 12.25% | $29,591,145 |
| MOMENTUM FRONTIER FUSION | LEGACY FUSION | NXHE2EDUG | WKBVV | 9.07% | $2,156,771 |