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Avenir Corporation

1775 Pennsylvania Ave NW, Suite 650
Washington, District of Columbia 20006
United States
 
Contact :      Kenneth S. George
Phone :       (202) 659-4427
Fax :             (202) 659-4414
Email :         kenneth@avenircorp.com
Web :           http://www.avenircorp.com

Avenir Corporation Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $957
Tax-Exempt Managed ($Mil) : $214
Taxable Assets Managed ($Mil) : $743
Year Founded : 1980
Wrap Programs Offered? : No
# of Accounts Managed : 535
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Avenir Corporation History

Avenir Corporation is an investment management firm based in Washington DC. The firm was founded in 1980 and functioned primarily as a family office. During the later part of the 1980s Avenir began managing separate accounts for individuals and institutions. The firm manages accounts for high net worth individuals, trusts, partnerships, foundations, and institutions. Avenir is owned by its Chairman, Charles G. Mackall, Jr. and its active portfolio managers, Peter C. Keefe and James H. Rooney. Investments are managed by the portfolio managers, who are supported by a team of analysts.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
488
$708
 
Limited Partnership :
6
$79
 
Foundations :
15
$44
ERISA :
9
$26
Unions, Taft-Hartley :
Public :
Others :
17
$100
Total # of Professional : 7 Analysts : 2
Portfolio Managers : 2 Traders : 0
Client Service : 2 Operation : 1

Avenir Corporation Personnel

Mr.  Kenneth George

Researcher/Analyst
Tel : 202-659-4427
Email: kenneth@avenircorp.com
Received a B.A. from the University of Virginia in 2002 and an M.B.A in International Management from Thunderbird, School for Global Management in 2004. He is a CFA charterholder and a member of the CFA Society of Washington, DC.

Mr.  Peter Keefe

Portfolio Manager
Tel : 202-659-4427
Email: avenir@avenircorp.com
Graduated from Washington & Lee University in 1978, and formerly sat on its Board of Trustees. Prior to joining Avenir in 1991, Mr. Keefe worked with Johnston, Lemon & Company, a New York Stock Exchange Member Firm, where he served in several capacities, including Director of Research. He is a CFA charterholder and a member and former Director of the CFA Society of Washington, DC.

Mr.  James Rooney

Portfolio Manager
Tel : 202-659-4427
Email: avenir@avenircorp.com
Received a B.A. from Duke University in 1986 and an M.B.A from the Fuqua School of Business at Duke University in 1992. From 1987 to 1990, Mr. Rooney worked at J. & W. Seligman & Co., Inc., a New York based money management firm. After graduate school, Mr. Rooney worked as a consultant in the valuation and corporate finance group at Deloitte & Touche, LLP and worked in business development capacities for two energy companies, Sonat, Inc. and Columbia Energy Group. Mr. Rooney joined Avenir in 1998. He is a CFA charterholder and a member of the CFA Society of Washington, DC.

Avenir Corporation Product Name

Value Equity:Privately Managed Accounts
Report Created: December,16 2018.  Copyright Money Manager Review , All rights Reserved.
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