Avera Global Partners, L.P. (San Francisco)

Name: Avera Global Partners, L.P.
Address: Two Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-274-7700

Avera Global Partners, L.P. is a large advisory firm based in San Francisco. It manages $57.03 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Avera Global Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avera Global Partners: assets under management

The assets under management (AUM) of Avera Global Partners, L.P. is $57.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 631% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avera Global Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Avera Global Partners, L.P.

Jan Phillip Oelze has been acting as President since 1 Oct 2001. James Kevin Lammert joined the executive team most recently as the Chief Financial Officer, Chief Operating Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Avera Gp	General partner	1 Jul 2001	Other	94-3402938
John Dodig Boich	Partner	1 Jul 2001	75% - 100%	1357740
Jan Phillip Oelze	President/coo	1 Oct 2001	Other	1619502
James Kevin Lammert	Chief financial officer	1 Oct 2002	Other	4026170
Llc Resource Fuels	Member	1 Jan 2005	Other	31-1595345
James Kevin Lammert	Chief financial officer, chief operating officer and chief compliance officer	1 Jun 2006	Other	4026170

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Next Generation Ventures Llc	Member	1 Sep 2000	75% - 100%	65-1044591
Wayne Michael Boich	Member	1 Sep 2000	75% - 100%	5311154

Based in San Francisco

The principal office where Avera Global Partners, L.P. performs its advisory services is located at Two Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-274-7700 or by fax 415-274-7702. The normal business hours are 6:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at averagp.com.