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Encore Housing Opportunity Fund General Partner LLC (Boca Raton)


Encore Housing Opportunity Fund General Partner LLC is a large advisory firm based in Boca Raton. It manages $160.85 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Florida.

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Encore Housing Opportunity Fund General Partner 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.

Encore Housing Opportunity Fund General Partner: assets under management

The assets under management (AUM) of Encore Housing Opportunity Fund General Partner LLC is $160.85 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $160.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Encore Housing Opportunity Fund General Partner LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Avila Family 2006 Trust Member 1 Jun 2006 50% - 75% xxx-xx-xxxx
Anthony Gene Avila Trustee 1 Jun 2006 50% - 75% 2871741
Jacquelyn Lee Avila Trustee 1 Jun 2006 50% - 75% 5891475
Marcy Falcone Limited partner 1 Aug 2006 50% - 75% 6021090
Ajf Holdings Llc General partner 1 Aug 2006 75% - 100% xxx-xx-xxxx
Arthur Falcone Limited partner 1 Aug 2006 50% - 75% 6021086
Llp Ajf Investments Member 1 Sep 2006 75% - 100% 20-5646552

Based in Boca Raton

The principal office where Encore Housing Opportunity Fund General Partner LLC performs its advisory services is located at 1951 Nw 19 Th Street, Suite 200, Boca Raton, FL 33431, 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 (561) 961-1000. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.encorefunds.com.


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