| Name | Title | Ownership | Since |
|---|---|---|---|
| Caim Holdings LLC Control | Catherine Avery Investment Management Holdings Llc | Over 75% | 2025 |
| Catherine Angela Maniscalco Avery Control | Chief Compliance Officer | Under 5% | 2007 |
| Catherine Angela Maniscalco Avery Control | President & Ceo | Over 75% | 2025 |
Catherine Avery Investment Management LLC reports $178.9 million in regulatory assets under management on its Form ADV.
Catherine Avery Investment Management LLC reports 4 employees.
Catherine Avery Investment Management LLC is based in Longboat Key, FL and has been SEC-registered since 2017.
Catherine Avery Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 595 Bay Isles Road, Suite 210, Longboat Key, FL 34228 |
| Phone | 941-388-7249 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $172.2M |
| Non-discretionary | $6.7M |
| Total (RAUM) | $178.9M |