As Avaron Asset Management
- Regulatory AUM
- $402M
- Discretionary
- $402M
- Clients
- 4
- Avg AUM / client
- $100M
- Accounts
- 4
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 4 | $402M | 100.0% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kivinurm Priisalm, Kristel | Ceo, Coo, Board Member | Mar 2004 (22y) | ≈ 12.5% – 37.5% via Oü Princo | |
| Priisalm, Peter | Cio, Director | Mar 2004 (22y) | ≈ 12.5% – 37.5% via Oü Princo | |
| Jaht, Valdur | Cio, Board Member | Jul 2005 (21y) | Less than 5% | |
| Jaht, Maris | Shareholder | Aug 2014 (12y) | Less than 5% | |
| Jurga, Piotr | Shareholder, Preferred Share, Senior Analyst | Dec 2016 (10y) | 5% – 10% | |
| Leesi, Rain | Shareholder, Preferred Share, Director, Head Of Research | Dec 2016 (10y) | 5% – 10% | |
| Pent, Reino | Shareholder, Preferred Share, Senior Analyst | Dec 2016 (10y) | Less than 5% | |
| Korgema, Ingrid | Cco | May 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oü Princo | Shareholder, Common Share | Jan 2024 | A | 50% – 75% |
| Oü Venatio | Shareholder, Common Share | Jan 2024 | A | 25% – 50% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kivinurm Priisalm, Kristel: 25% – 50% of Oü Princo × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Priisalm, Peter: 25% – 50% of Oü Princo × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 926 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Swedbank As $221M (55% of AUM) Feb 2026
- State Street $202M (50% of AUM) Aug 2022
- Caceis Investor Services Bank S.A. $134M (33% of AUM) Feb 2026
- Citibank $47.2M (12% of AUM) Feb 2026
- RBC $45.2M (29% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗