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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-1988
- Office Locations
- 2
Office Locations
About Avenir Corporation
Avenir Corporation is a Washington, D.C.-area value-oriented investment manager serving individuals, families, and institutions via separate accounts. The firm follows a discount-to-intrinsic value, bottom-up approach focused on long-term free cash flow, building generally concentrated portfolios for total return across market caps and geographies. Founded in 1980 with family-office roots; custody includes Fidelity/NFS.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES HARRIS ROONEY
President
- CRD
- #1684321
- Ownership
- 25% but less than 50%
KENNETH SUGGETT GEORGE II
Chief Compliance Officer
- CRD
- #4991412
- Ownership
- 10% but less than 25%
Vector fusion
Bridge element capital
- CRD
- #61895
- Ownership
- 4.1%
Showing 2 of 4 owners & executives
Unlock allContacts
James Stephens Emanuelson
--
- CRD
- #5803648
Kenneth S. George
Analyst
- CRD
- --
Ridge vector
North vertex
- CRD
- #49132
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $849,280,840 | $1,904,217 |
| Non-Discretionary | $0 | -- |
| Total | $849,280,840 | $1,904,217 |
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Separately Managed Accounts
Total SMA Asset: $806,462,891
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,701,944,194 | 74.0% |
| Cash | $1,300,683,095 | 26.0% |
| Total | $5,002,627,289 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME WAVE BEACON | HARBOR HORIZON | BHH8M79FH | EZIX | 5.96% | $59,709,203 |
| SIGNAL VITAL CAPITAL | INSIGHT FUSION | RLW8XX2LP | DYGP | 8.09% | $68,124,703 |
| MOMENTUM SUMMIT INSIGHT | ALPHA VECTOR | Y0NYMWIRE | FOHW | 3.98% | $118,508,775 |
| CATALYST SUMMIT SUMMIT | OPTIMA HARBOR | M7U9I5TZG | URHG | 12.41% | $79,045,234 |
| RIDGE FUSION | EAGLE RIDGE | ITF14VRRU | BSE | 6.35% | $13,559,094 |
| FUSION FOCUS | TIMBER ATLAS | UEZC385YL | IKEN | 7.58% | $12,212,463 |
| CAPITAL RIDGE | RADIAL ZENITH | 138VTV2XJ | BTC | 11.58% | $18,318,522 |
| OPTIMA VITAL PIONEER | RIDGE MERIDIAN | SAZ5CDZIB | MPL | 2.74% | $18,082,208 |