Avos Capital Management, LLC logo

Avos Capital Management, LLC

Updated today

Client AUM

$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

Portfolio management

Expertise

Active portfolio management Private / alternative investments Options & derivatives strategies Factor investing / smart beta

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Fee options

Percentage

Up to 0.9% annually (negotiable, maximum 0.9%)

Performance-based

20% incentive allocation on net new profits in the Avos Titus Fund for qualified clients

Other

Fee-only: Advisory fees billed quarterly in arrears, calculated on average daily balance, negotiable, maximum 0.9% per year

Main office

See office

19 Old Kings Highway South, Suite 200

Darien CT 06820

Advisors at this office

1

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

Advisors at this firm

user avatar

Peter J

Series 63, Series 65

Darien, CT

Avos Capital Management, LLC

Peter Joers III is a financial advisor at Avos Capital Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm constructs diversified portfolios primarily using publicly traded securities and exchange-traded funds, supplemented by actively traded components to enhance risk-adjusted returns, and manages specialized strategies including a private fund and an exchange-traded fund.

Active portfolio management Private / alternative investments Options & derivatives strategies Factor investing / smart beta
user avatar

Joshua B

Series 65

Boulder, CO

Avos Capital Management, LLC

Joshua Blanchfield is a Series 65 licensed advisor at Avos Capital Management, LLC with five years of industry experience. He previously worked at Bridgewater Associates from 2007 to 2018 and is also the owner and consultant of West Ridge Partners, providing management consulting services primarily to technology companies. Avos Capital Management offers discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm employs diversified, strategic portfolios using publicly traded securities and ETFs, supplemented by actively traded overlays to enhance risk-adjusted returns, and manages a private commodity-focused fund as well as a global equities ETF.

Active portfolio management Private / alternative investments Options & derivatives strategies Factor investing / smart beta
View complete list of advisors at this firm
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