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Aventail Wealth Management
Aventail Wealth Management, LLC is a state-registered investment adviser in Winter Haven, FL. The firm manages approximately $49 million in regulatory assets.
Overview
Aventail Wealth Management, LLC is a state-registered investment adviser in Winter Haven, FL. The firm manages approximately $49 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Winter Haven
Corporate office
Stamford, CT, United States
Principals
David A. Minella
Managing Director
Sector focus
Frequently asked questions
Who makes investment decisions at Aventail Wealth Management?
David A. Minella, the firm's Managing Director, leads all investment activity. He is supported by a small internal team that handles underwriting, legal structuring, and asset management. The firm does not publicly disclose a formal investment committee, and decisions appear to rest with Minella as the principal.
How does Aventail source its investment opportunities?
The firm sources deals through long-standing relationships with regional real estate developers, commercial mortgage brokers, and other family offices in the Northeast. Because Aventail does not market publicly, deal flow is almost entirely proprietary and referral-based. The firm's ability to commit quickly without fund-level bureaucracy is a key advantage in competitive off-market situations.
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