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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

AVESI PARTNERS LLC

CRD 314570

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0bceb21-8cf7-0726-dd55-33a6ae9b43ca

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 2
Observed: May 7, 2021 to Mar 30, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Avesi Partners LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Avesi Partners LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.2BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25
Advisory employees: 19
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 6
Private funds: 6Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-121437
CRD: 314570
Filings on the tape: 8
First filed: May 7, 2021
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: avesipartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AVESI PARTNERS FUND I LP	Private Equity Fund	$339M	Mar 28, 2024	78	Oct 8, 2021	reported	021-404203
AVESI PARTNERS FUND I-A LP	Private Equity Fund	$162M	Mar 28, 2024	21	Oct 8, 2021	reported	021-404204
AVESI PARTNERS AFFILIATES FUND I LP	Private Equity Fund	$5.9M	Mar 28, 2024	13	Oct 8, 2021	reported	021-404202

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AIELLO, JOHN, FRANK	Partner	Na	yes	05/2023	Mar 28, 2024	Mar 28, 2024
ERICKSON, PETER, JOHN	Partner	Na	yes	03/2021	Oct 8, 2021	Mar 28, 2024
KOLTAY, SUSAN, LINDSAY	CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Oct 8, 2021	Mar 28, 2024
LAITALA, CHRISTOPHER, MATTHEW	MANAGING MEMBER	E	yes	02/2021	May 7, 2021	Mar 28, 2024
WILLIAMS, CHRISTOPHER, HALE	Partner	Na	yes	05/2021	May 7, 2021	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AVESI PARTNERS GP I LP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Richmond	Va	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$3.2B	$3.2B	25	19	1	6	n/a
2024	Mar 31, 2025	$2.8B	$2.8B	24	19	1	6	n/a
2023	Mar 28, 2024	$1.1B	$1.1B	19	16	1	3	$507M
2022	Mar 30, 2023	$898M	$898M	17	14	1	3	$193M
2021	Mar 28, 2022	$949M	$949M	13	10	1	3	$159M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.2B	$2.8B	11.6%	$898M	52.0%	25	24	1	1

Relationships

Advises (3)

→ AVESI PARTNERS FUND I LPPrivate fundPrivate Equity Fund, IA
Oct 8, 2021 to presentfactForm ADV
→ AVESI PARTNERS FUND I-A LPPrivate fundPrivate Equity Fund, IA
Oct 8, 2021 to presentfactForm ADV
→ AVESI PARTNERS AFFILIATES FUND I LPPrivate fundPrivate Equity Fund, IA
Oct 8, 2021 to presentfactForm ADV

Controls (5)

← WILLIAMS, CHRISTOPHER, HALEOwnerPARTNER, ownership code NA, individual
May 7, 2021 to Mar 28, 2024factForm ADV
← LAITALA, CHRISTOPHER, MATTHEWOwnerMANAGING MEMBER, ownership code E, individual
May 7, 2021 to Mar 28, 2024factForm ADV
← ERICKSON, PETER, JOHNOwnerPARTNER, ownership code NA, individual
Oct 8, 2021 to Mar 28, 2024factForm ADV
← KOLTAY, SUSAN, LINDSAYOwnerCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 8, 2021 to Mar 28, 2024factForm ADV
← AIELLO, JOHN, FRANKOwnerPARTNER, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Avesi Partners Llc reported RAUM $2.8B, up 155% from $1.1B (2024-03-28 to 2025-03-31)
Form ADVobserved 5 days ago
$1.7B
Occurred
Mar 28, 2024
Control person joined
Frank John Aiello (Partner) appeared on Schedule A of Avesi Partners Llc
Form ADVobserved 5 days ago
Occurred
Oct 8, 2021
Control person joined
Lindsay Susan Koltay (Chief Financial Officer) appeared on Schedule A of Avesi Partners Llc
Form ADVobserved 5 days ago
Occurred
Oct 8, 2021
Control person joined
John Peter Erickson (Partner) appeared on Schedule A of Avesi Partners Llc
Form ADVobserved 5 days ago
Occurred
May 7, 2021
First Form ADV filing
Avesi Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0bceb21-8cf7-0726-dd55-33a6ae9b43ca
First observed: May 7, 2021
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVESI PARTNERS LLC

CRD 314570

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0bceb21-8cf7-0726-dd55-33a6ae9b43ca

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AVESI PARTNERS FUND I LP

Private Equity Fund

$339M

Mar 28, 2024

Oct 8, 2021

reported

021-404203

AVESI PARTNERS FUND I-A LP

Private Equity Fund

$162M

Mar 28, 2024

Oct 8, 2021

reported

021-404204

AVESI PARTNERS AFFILIATES FUND I LP

Private Equity Fund

$5.9M

Mar 28, 2024

Oct 8, 2021

reported

021-404202

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AIELLO, JOHN, FRANK

Partner

yes

05/2023

Mar 28, 2024

ERICKSON, PETER, JOHN

Partner

yes

03/2021

Oct 8, 2021

Mar 28, 2024

KOLTAY, SUSAN, LINDSAY

CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER

yes

07/2021

Oct 8, 2021

Mar 28, 2024

LAITALA, CHRISTOPHER, MATTHEW

MANAGING MEMBER

yes

02/2021

May 7, 2021

Mar 28, 2024

WILLIAMS, CHRISTOPHER, HALE

Partner

yes

05/2021

May 7, 2021

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AVESI PARTNERS GP I LP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Richmond

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.2B

n/a

2024

Mar 31, 2025

$2.8B

n/a

2023

Mar 28, 2024

$1.1B

$507M

2022

Mar 30, 2023

$898M

$193M

2021

Mar 28, 2022

$949M

$159M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.2B

$2.8B

11.6%

$898M

52.0%