# OAM AVATAR LLC

OAM AVATAR LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 127498
- Type: SEC-registered investment adviser
- SEC file number: 801-62183
- Location: 575 LEXINGTON AVENUE, 8TH FLOOR, NEW YORK, NY, 10022
- Phone: 212-624-1900
- Latest filing: 2011-12-23
- Regulatory AUM: $1.1B
- Discretionary AUM: $937.8M
- Non-discretionary AUM: $130.8M
- Clients: 11
- Accounts: 4,600

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| WHITE CHARLES MATTHEW | VICE CHAIRMAN | — |
| THEODORE THEODORE MICHAEL | CHAIRMAN, CEO AND CHIEF COMPLIANCE OFFICER; CHAIRMAN, CIO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| SEIBERT LARRY WAYNE | SENIOR VICE PRESIDENT; VICE CHAIRMAN | — |
| COLEY JAMES CRAIG | PRESIDENT & CEO, OWNR - CLASS A&B; VICE CHRMN, OWNR - CLASS A&B; VICE PRESIDENT | — |
| EDDY CAROL LEIGH | MANAGING DIRECTOR | — |
| PHELAN LISA DONOGHUE | CHIEF COMPLIANCE OFFICER | — |
| ABOELNAGA MONA | EXECUTIVE VICE PRESIDENT, OWNR - CLASS A&B; VICE CHRMN, OWNR - CLASS B; VICE PRESIDENT | — |
| LAVAGNINO CHRISTOPHER KERR | CHIEF COMPLIANCE OFFICER | — |
| EPSTEIN NEAL MYRON | MANAGING DIRECTOR; MNG DIR, OWNR - CLASS B | — |
| CARLSON DANIEL HOWARD | CHIEF MARKETING OFFICER | — |
| MEDIN LARRY ARTHUR | PRESIDENT; PRESIDENT, HEAD OF DISTRIBUTION AND SALES | — |
| SMITH MICHAEL CASE | MANAGING DIRECTOR | — |
| DUMOND DOUGLAS LOUIS | CHAIRMAN; CHRMN, PRESIDENT, OWNR - CLASS A&B | — |
| BONAN CHARLES SAUVEUR | MNG DIR, OWNR - CLASS A&B | — |
| KILEY BRUCE EDWARD | CFO, OWNR - CLASS A&B | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127498/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127498/similar
- Related entities: https://search.stillhousedata.com/firm/127498/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127498

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.