Avista Capital Holdings, L.P. is a large advisory firm based in New York. It manages $2.58 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Avista Capital Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Avista Capital Holdings, L.P. is $2.58 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and $1.15 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Avista Capital Holdings, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Avista Capital Holdings is pooled investment vehicles with 22 clients and $2.58 billion of assets under management. Among the 8 most similar advisory firms, Avista Capital Holdings has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.58 billion for 22 clients. 29% of the firm’s clients are foreign persons or businesses.
Avista Capital Holdings also advises several private funds. Namely, twenty two private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $10,000,000.
The company employs 23 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Avista Capital Holdings, L.P. performs its advisory services is located at 65 East 55 Th Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-593-6900 or by fax 212-593-6951. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at avistacap.com.