Avos Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$167,385,863
Clients
48
Advisors
2
across 2 offices
About
Avos provides discretionary investment management and advisory services to individuals (including high‑net‑worth clients), institutional clients, pension and profit‑sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm manages separately managed accounts, serves as the investment manager and Commodity Pool Operator for the privately offered Avos Titus Fund, and acts as sub‑adviser and fund sponsor to the Avos Global Equities ETF.
Avos constructs diversified, strategic portfolios implemented largely with publicly traded securities and exchange‑traded funds, and may overlay an actively traded component intended to generate additional risk‑adjusted returns; that overlay can include short positions, market‑neutral trades, derivatives, and the use of margin where appropriate. The firm’s pooled‑vehicle strategies are specialized — the Titus Fund targets commodity supply‑demand and relative‑value dislocations using futures, options, swaps, commodity equities, and macro‑hedging, while the ETF follows a country‑ and company‑level selection process and may gain exposure through underlying country ETFs.
Noteworthy disclosures in the brochure include Avos’s registration as a Commodity Pool Operator and membership in the NFA, its role in operating a private fund that charges an incentive allocation, and its sub‑advisory and sponsor relationship with a listed ETF (including a profit‑sharing arrangement with the ETF’s primary adviser), as well as the firm’s practice of soliciting Separate Accounts to invest in the Titus Fund — all potential conflicts the firm identifies and describes. As of December 31, 2025 Avos reported about $297.8 million in discretionary assets under management and a small advisory team, combining multi‑product capabilities (SMAs, a private fund, and an ETF) with a compact advisor base.
Client services
Expertise
Fee options
Up to 0.9% annually (negotiable, maximum 0.9%)
20% incentive allocation on net new profits in the Avos Titus Fund for qualified clients
Fee-only: Advisory fees billed quarterly in arrears, calculated on average daily balance, negotiable, maximum 0.9% per year
Main office
See office19 Old Kings Highway South, Suite 200
Darien CT 06820
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Connecticut · New York · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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