Avestix Invests Across Sectors, Geographies, And Market Caps, Seeking
To Identify Companies Missed By Traditional Sector-based Strategies

Summary Of Terms

Launch: June 2021
Minimum Investment: $100,000.00
Investor Type: Qualified Purchasers Only
Management Fee: 2% Of Committed Capital Annually
Performance Fee: 20% Up To 40% Net IRR, And 30% Thereafter

Why Invest In Avestix Equity Fund?

Thinking Independently

It would be easy to follow the crowd but, not only does that go against our approach, but we also believe many funds are out of touch. In a rapidly evolving world, we’re looking towards the future, fully aware that many current “stable” companies will not be around forever.

Actively Different

This highly concentrated portfolio will outperform the benchmark by far due to the fact that we understand which companies will never be around ever again. Think big tech. Think reform. Our team is patient and diverse in opinions, and above all, we don’t invest unless there is a huge competitive advantage and margin of safety for the fund.

Multiple Avenues for Capital Appreciation

Capital appreciation is a byproduct of cheap investing, but dividends will be the sole goal of income for the fund so that we can buy more cheap companies with the constant cash flow.

Various Approaches to Investing

Our Margin of Safety approach is where we get two for the price of one.

At the end of the day your money needs to work for you, so it’s best to find the deals that offer the most value and, in turn, the most appreciation.

Avestix is analyzing the disruption and seizes the opportunity

Avestix believe that we are at a paradigm shift due to technology and innovation and that the ultimate opportunities are going to be huge.


  • Hand-Picked
    We only “handpick” a small quantity of high-performance stocks in terms of growth, diversification and dividends.
  • Seize the Opportunities
    Our focus is to seize the opportunity due to the paradigm shift that is currently occurring, which will deliver high-performance and growth.
  • Expertise
    Our highly specialized team leverages their global insights and industry relationships by investing in new technologies and innovation.

AIEF - Avestix Investment Equity Fund

Fund Description and Objective

Avestix believes that we are in the early stages of significant disruptions and paradigm shifts due to the rapid advancements in technologies, enabling new products or services that will change the way the world works.

Avestix can potentially pre-empt the change by targeting Sector Disruptors that are well-positioned to be a step ahead and by developing transformational technologies.

Avestix Investment Equity Fund seeks to invest in disruptive innovation in fintech, autonomous tech and robotics, genomic revolution, and next-generation internet.

AIRF - Avestix Investment REIT Fund

Fund Description and Objective

Avestix is looking at REITs that have high quality assets that trade at an enormous discount to the tangible value of their assets with the added benefits of professional management, diversification, and liquidity.

Combined innovative technology and federal regulation advancements remove the middleman and provide investors access to a higher position in the value chain of a real estate investment–all at lower costs.

The current market with very low interest rates is here to stay, which will lead to cap rate compression, higher property values, and higher REIT NAVs, which in turn results in higher cash flow because of lower interest rates.

We believe in the Future of Urbanization and Big Cities, as urban centers have attracted more people for one reason: people want to socialize with others, and live in places where they can walk to their office and have easy access to dining options after work.