Avera Global Partners, L.P. is a large advisory firm based in San Francisco. It manages $57.03 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Avera Global Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 Avera Global Partners, L.P. is $57.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 631% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Avera Global Partners, 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.
Jan Phillip Oelze has been acting as President since 1 Oct 2001. James Kevin Lammert joined the executive team most recently as the Chief Financial Officer, Chief Operating Officer And Chief Compliance Officer.
The principal office where Avera Global Partners, L.P. performs its advisory services is located at Two Embarcadero Center, San Francisco, CA 94111, 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 415-274-7700 or by fax 415-274-7702. The normal business hours are 6:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at averagp.com.