Andvari Associates LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,711,940
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,044,496
About
Andvari Associates LLC provides discretionary investment management to a small roster of individual and institutional clients through separately managed accounts and pooled investment vehicles, including at least one private fund. The firm also offers research and consulting services to third parties and prepares regular client reporting for both separate accounts and fund investors.
The firm’s investment approach is primarily long-term, bottom-up fundamental equity selection, with portfolios that are often focused rather than broadly diversified; it also implements income-oriented strategies and may use leverage, short selling, and options when appropriate. The adviser pursues growth and value opportunities across market capitalizations and ordinarily holds positions for extended periods, while tailoring allocations to client objectives and restrictions.
What is distinctive for a solo independent adviser is that the firm serves pooled fund investors and acts as an investment manager to a private fund while simultaneously managing accounts that may be subject to performance-based compensation. The private fund structure allows for incentive allocations and the use of side letters with negotiated, preferential terms for certain investors, and the firm provides periodic performance reporting and audited financials to fund participants.
Client services
Portfolio management
Research & consulting services
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Income planning
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001+: 1.0% annually
Negotiable on a case-by-case basis for research or consulting services to third parties.
15% incentive allocation on net profits above 7% hurdle for private fund; performance-based fees may apply for qualified separate account clients.
Account minimum: $250,000
Most active in
Andvari Associates LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")