Aventail Capital Group, a distinguished fund manager situated in the financial hub of New York, currently oversees assets totaling $734.43 million. Rooted in a commitment to leverage decades of acquired expertise, the firm combines its formidable strength with a flexible approach tailored to the unique life circumstances of its clients. The overarching goal is to safeguard and nurture the hard-earned wealth of those it serves.
At the helm of Aventail Capital Partners, LLC, the general partner, and Aventail Capital Group, LP, the investment manager of the Issuer, is Mr. Sameer Sethna, a managing member instrumental in steering the firm toward its strategic objectives.
Aventail Capital Group, recognized as a hedge fund, caters to a select clientele, boasting seven clients and managing discretionary assets under management (AUM) amounting to an impressive $1,883,806,223. These details are meticulously documented in the Form ADV dated May 23, 2023. Notably, the Q3 2023 13F filing provides a deeper insight into Aventail Capital Group's investment strategy, revealing $1,436,866,781 in managed 13F securities and a noteworthy top 10 holdings concentration of 45.71%.
