A complete list of active advisors currently associated with Avesta Venture Advisors

Warmer can help you find a great advisor at Avesta Venture Advisors or one who fits your needs even better.

Avesta Venture Advisers provides research and advisory services centered on technology, offering evaluations of future technologies in computer and electronics to qualified investors and institutional clients. The brochure lists a wide potential client base — including pension plans, endowments, private funds and certain foreign funds — while also noting the firm currently reports no client accounts or custody of client assets. The firm’s work is narrowly focused on technology evaluation using public information rather than broader financial or market analysis, and services are tailored to client instructions with clients able to impose investment restrictions. Rather than presenting only a standard percentage-of-assets model, the firm states that fees are negotiated per engagement and billed based on the amount of research required, with clients able to choose billing timing and receive pro rata refunds for prepaid fees — a project-style billing approach that differs from the typical AUM-centric model. Noteworthy features include the firm’s single-owner, single-employee structure and an explicit policy of not voting proxies or maintaining brokerage/soft-dollar arrangements; the brochure emphasizes no current brokerage relationships and no custody. The firm also highlights the principal’s background (an MBA and prior senior executive roles in technology companies), which it cites as the basis for its narrowly defined technology research offering.

To learn more about the advisors currently working at Avesta Venture Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.