Avista Capital Holdings, L.P. (New York)

Name: Avista Capital Holdings, L.P.
Address: 65 East 55 Th Street, New York, NY, 10022
Telephone: 212-593-6900

Avista Capital Holdings, L.P. is a large advisory firm based in New York. It manages $2.58 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Avista Capital Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avista Capital Holdings: assets under management

The assets under management (AUM) of Avista Capital Holdings, L.P. is $2.58 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and $1.15 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.58 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.43 million each.

Avista Capital Holdings has custody of $2.03 billion in cash and securities for 22 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avista Capital Holdings, 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.

What kind of clients Avista Capital Holdings serves?

The only and largest group of clients of Avista Capital Holdings is pooled investment vehicles with 22 clients and $2.58 billion of assets under management. Among the 8 most similar advisory firms, Avista Capital Holdings has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.58 billion for 22 clients. 29% of the firm’s clients are foreign persons or businesses.

Avista Capital Holdings also advises several private funds. Namely, twenty two private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $10,000,000.

Careers at Avista Capital Holdings, L.P.

The company employs 23 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Avista Capital	General partner, avista capital holdings, l.p.	1 Jul 2005	Other	20-4896412
Thompson (Nmn) Dean	Co-chief executive officer, avista capital holdings, l.p.	1 Jul 2005	25% - 50%	1502366
Steven Alan Webster	Co-chief executive officer, avista capital holdings, l.p.	1 Jul 2005	25% - 50%	4149406
David Frederick Burgstahler	President, avista capital holdings, l.p.	1 Jul 2005	Other	2508352
David Anthony Durkin	Partner, avista capital holdings, l.p.	1 Jul 2005	Other	2639921
Benjamin Alexander Silbert	General counsel and chief compliance officer, avista capital holdings, l.p.	1 Jul 2005	Other	6024667
Thompson Dean	Co-chief executive officer, avista capital holdings, l.p.	1 Jul 2005	25% - 50%	1502366
Steven A. Webster	Co-chief executive officer, avista capital holdings, l.p.	1 Jul 2005	25% - 50%	4149406
Robert L Cabes	Partner, avista capital holdings, l.p.	1 Jul 2005	Other	2602001
Ohsang Kwon	Partner, avista capital holdings, l.p.	1 Jul 2005	Other	2091012
Benjamin Silbert	General counsel, avista capital holdings, l.p.	1 Jul 2005	Other	6024667
Robert Louis Cabes	Partner, avista capital holdings, l.p.	1 Jul 2005	Other	2602001
Ohsang (Nmn) Kwon	Partner, avista capital holdings, l.p.	1 Jul 2005	Other	2091012
John Richard Holland	Chief financial offer, avista capital holdings, l.p.	1 Mar 2006	Other	2384473
Avista Europe Limited	Managing member, avista capital europe, llp	1 Aug 2010	75% - 100%	foreign
Kunal (Nmn) Pandit	Anti-money laundering officer, avista capital europe, llp	1 Aug 2010	Other	6024895
Kunal Pandit	Anti-money laundering officer, avista capital europe, llp	1 Aug 2010	Other	6024895
Arthur Seth Zuckerman	Chief operating officer and chief compliance officer, avista capital holdings, l.p.	1 Oct 2010	Other	1268787
John Frank Cafasso	Chief financial officer, avista capital holdings, lp	1 Jun 2012	Other	6106299

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Avista Capital Managing Member	Owner	1 Aug 2010	75% - 100%	20-8292253
Thompson (Nmn) Dean	Class a member, board of managers	1 Aug 2011	25% - 50%	1502366
Steven Alan Webster	Class a member, board of managers	1 Aug 2011	25% - 50%	4149406
David Frederick Burgstahler	Class b member, board of managers	1 Aug 2011	Other	2508352
David Anthony Durkin	Class b member, board of managers	1 Aug 2011	Other	2639921
Thompson Dean	Class a member, board of managers	1 Aug 2011	25% - 50%	1502366
Steven A. Webster	Class a member, board of managers	1 Aug 2011	25% - 50%	4149406
Ohsang Kwon	Class b member, board of managers	1 Aug 2011	Other	2091012
Robert L Cabes	Class b member, board of managers	1 Aug 2011	Other	2602001
Ohsang (Nmn) Kwon	Class b member, board of managers	1 Aug 2011	Other	2091012
Robert Louis Cabes	Class b member, board of managers	1 Aug 2011	Other	2602001
David Frederick Burgstahler	Owner	1 Jan 2017	25% - 50%	2508352

Based in New York

The principal office where Avista Capital Holdings, L.P. performs its advisory services is located at 65 East 55 Th Street, New York, NY 10022, 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 212-593-6900 or by fax 212-593-6951. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at avistacap.com.