SourcingSourcing

AVEGO MANAGEMENT, LLC

C22
CRD 310520·SEC 801-120171·ALPHARETTA, GA
AUM
$917.5M
$500M-$1B
Est. Revenue
$9.2M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVEGO MANAGEMENT, LLC
CRD
310520
SEC file #
801-120171
EIN
000000000
DBA names
—

Economics

AUM
$917.5M
AUM band
$500M-$1B
AUM trajectory
'21'26
$263.4M → $917.5M▲ +248%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
16
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'21'26
7 advisors → 12 advisors▲ +71%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/velan-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLEXNER, JAMES, MONCURE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
FLEXNER, JAMES, MONCURE
VANDERVORT, THOMAS, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:avego.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001949892
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2022-10-12
Edgar Last Filing Date
2023-10-12
Edgar Form D Count
2
Edgar Form D Offerings
2023-10-122023-10-12 · 0001012975-23-000421
2022-10-122022-10-12 · 0001949892-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan14
Goldman Sachs12
E*trade4
Edgar Addresses
Mailing
1055B POWERS PLACE, 2ND FLOORALPHARETTA, GA 30009
Business
1055B POWERS PLACE, 2ND FLOORALPHARETTA, GA 30009
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-10-12 · 0001012975-23-000421
D2022-10-12 · 0001949892-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5906096
Trust Company Affiliate
Yes

People (4)

4
FLEXNER, JAMES, MONCURE
Direct Owner · 37.5%
5906096
VANDERVORT, THOMAS, RICHARD
Direct Owner · 37.5%
7288797
VENKATARAMAN, BALAJI, NMN
Direct Owner · 37.5%
6919480
ROMANO, ALYSSA, ARDEN
Executive Officer · 2.5%
6949274