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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan · US Bank
- Clients
- Retail and Institutional
- Platforms
- OakLegacy north +more
- Established Date
- 01-01-2021
- Office Locations
- 2
Office Locations
About Avos Capital Management, LLC
AVOS Capital Management provides separately managed accounts and CIO-level advisory for boards and families, building tailored, tax-aware mandates across global liquid assets. Led by a senior team from Bridgewater Associates, the firm applies macro-linkage and risk-first portfolio engineering to design strategies built to be resilient across economic regimes, supported by regular macro research and commentary.
Team overview
Insights
Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Joshua David Blanchfield
Chief Executive Officer, Chief Investment Officer, Managing Member, Partner
- CRD
- #7360154
- Ownership
- 25% but less than 50%
Martin Hutter
--
- CRD
- --
- Ownership
- 10% but less than 25%
Radial alpha
Value oak insight
- CRD
- #22121
- Ownership
- 28.8%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,797,612 | $5,414,502 |
| Non-Discretionary | $0 | -- |
| Total | $297,797,612 | $5,414,502 |
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Separately Managed Accounts
Total SMA Asset: $274,184,589
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,028,796,984 | 38.6% |
| Cash | $2,575,415,861 | 49.0% |
| Equity - Exchange | $651,737,891 | 12.4% |
| Total | $5,255,950,736 | 100.0% |