Avesi Partners Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 6
- Avg AUM / client
- $526M
- Accounts
- 6
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $3.2B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $507M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Avesi Partners Fund I Lp | Private Equity Fund | Delaware | $339M | 78 |
| Avesi Partners Fund I A Lp | Private Equity Fund | Delaware | $162M | 21 |
| Avesi Partners Affiliates Fund I Lp | Private Equity Fund | Delaware | $5.9M | 13 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Metropolitan Opera Association Retirement Plan Metropolitan Opera Association, Inc | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laitala, Christopher, Matthew | Managing Member | Feb 2021 (6y) | 75% or more | |
| Erickson, Peter, John | Partner | Mar 2021 (5y) | Less than 5% | |
| Williams, Christopher, Hale | Partner | May 2021 (5y) | Less than 5% | |
| Koltay, Susan, Lindsay | Chief Financial Officer / Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Aiello, John, Frank | Partner | May 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (3, $507M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Avesi Partners Fund I Lp | Private Equity Fund | $339M | $5.0M | 78 |
| Avesi Partners Fund I A Lp | Private Equity Fund | $162M | $5.0M | 21 |
| Avesi Partners Affiliates Fund I Lp | Private Equity Fund | $5.9M | $5.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Metropolitan Opera Association Retirement Plan | Metropolitan Opera Association, Inc | 715 | $278M | 08/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.33 MB | 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
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗