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Avista Wealth Management
AVISTA WEALTH MANAGEMENT is a state-registered investment adviser in NORTHBROOK, IL. The firm manages $32 million in assets, $28 million on a discretionary...
Overview
AVISTA WEALTH MANAGEMENT is a state-registered investment adviser in NORTHBROOK, IL. The firm manages $32 million in assets, $28 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
Does Avista participate in fund commitments or only direct deals?
Avista uses both fund commitments and direct co-investments. It allocates capital through separate accounts and pooled vehicles, focusing on private credit, real estate, and infrastructure. The exact mix is not disclosed.
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