Avondale Conquest, Llc
- Regulatory AUM
- $50.0M
- Discretionary
- $50.0M
- Clients
- 2
- Avg AUM / client
- $25.0M
- Accounts
- 2
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $50.0M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2012 · $33.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Conquest I, L.P. | Hedge Fund | Tennessee | $33.0M | 75 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Michael Kelly | Chief Investment Officer, Managing Member | CFA | Sep 2002 (24y) | 50% – 75% |
| Shepherd, Robert, Patrick | Managing Member | Apr 2005 (21y) | Less than 5% | |
| Oertling, Joel, Darren | Chief Financial Officer | Mar 2006 (20y) | Less than 5% | |
| Sarah Jane Zink | Chief Compliance Officer | Mar 2006 (20y) | Less than 5% | |
| Krebs, Philip, Donald | Managing Member | Jan 2012 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Avondale Fund, Llc | Direct Owner | Mar 2006 | A | 50% – 75% |
| Avondale Group, Llc | Indirect Owner | Mar 2006 | B | ≈ 25% – 56.25% via Avondale Fund, Llc |
Estimated effective ownership (look-through of filed bands):
- Avondale Group, Llc: 50% – 75% of Avondale Fund, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $33.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Conquest I, L.P. | Hedge Fund | $33.0M | $500K | 75 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗