Avondale Conquest, LLC is an adviser based in Sausalito. It manages $33.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.
Avondale Conquest 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 Avondale Conquest, LLC is $33.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% 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 Avondale Conquest, 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.
Timothy Michael Kelly has served as the Chief Investment Officer since 1 Sep 2002. Philip Donald Krebs joined the executive team most recently as the Managing Member.
The principal office where Avondale Conquest, LLC performs its advisory services is located at 501 Humboldt, Sausalito, CA 94965, 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 415-331-3066 or by fax 415-331-2592. The normal business hours are 6:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at www.conquestcapital.com.