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aevum.
A historic library reading room with tiered shelving beneath a glass roof.

About Aevum

Independent since 1984.
Built for the next century.

Since 1984, Aevum has advised families, founders and institutions on investment, tax, estate and family office matters from a single, coordinated plan. The firm is privately held by its partners and employees.

Assets under stewardship
$300B+
Families & institutions
2,400+
Client retention
98%
Years independent
40+

Figures as of September 30, 2026.

01—Overview

A single, accountable team around one plan.

Aevum was founded in New York in 1984 by three partners who left a global bank to build a different kind of advisor: one team, accountable for the whole of a family's financial life, with no proprietary products to sell.

That model has not changed. Investment, planning, tax, estate and family office specialists work from a shared plan for each client, under the oversight of a single relationship lead and the firm's investment committee.

Today Aevum serves more than 2,400 families and institutions from fourteen offices in four countries. Many of the families we advise are now in their third generation with the firm.

Portrait of Eleanor Vance

Our clients plan in generations. We built a firm that is owned, organised and measured the same way.

Eleanor Vance

Founder & Chief Executive Officer

Est. 1984

Firm at a glance

Founded
1984, New York
Ownership
Partner and employee owned
Assets under stewardship
$300B+
Clients
2,400+ families and institutions
Professionals
1,100+
Offices
14 in 4 countries
Client retention
98% (five-year average)
Regulatory status
SEC-registered investment adviser

02—Principles

The commitments that govern how we advise.

Four commitments written into how the firm is owned, paid and governed — and unchanged since our founding.
  1. 01

    Fiduciary at all times

    We are legally and culturally obligated to act in our clients' best interest. Aevum manufactures no proprietary products and accepts no commissions.

  2. 02

    Independent ownership

    The firm is owned by its partners and employees. No parent company, outside shareholders or sales targets influence our advice.

  3. 03

    Integrated advice

    Investment, tax, estate and family office specialists work as one team from one plan, rather than as separate businesses under one brand.

  4. 04

    Generational horizon

    We measure success by whether a family's plan holds through transitions, not by quarterly performance alone.

03—History

Four decades of independent stewardship.

That model has not changed. Investment, planning, tax, estate and family office specialists work from a shared plan for each client, under the oversight of a single relationship lead and the firm's investment committee.

  1. 1984

    Founded in New York

    Three partners establish Aevum as an independent advisor to a small group of founding families.

  2. 1996

    Family office practice

    Consolidated reporting, governance and administration become a dedicated practice.

  3. 2004

    Institutional advisory

    Aevum begins serving endowments and foundations as an outsourced chief investment officer.

  4. 2012

    Employee ownership

    The firm completes its transition to full partner and employee ownership.

  5. 2019

    International offices

    London, Zurich and Singapore open to serve globally mobile families.

  6. 2026

    $300B under stewardship

    More than 2,400 families and institutions, served by over 1,100 professionals.

04—Leadership

Executive committee

Our executive committee averages more than two decades in private wealth, institutional investing and tax law, and every member serves client families directly.

Average leadership experience
24 yrs
Professionals across 14 offices
1,100+

05—Governance

Governance and oversight

Aevum is structured so that clients never have to rely on our word alone. Assets, controls and conduct are subject to independent verification.

  • Independent custody

    Client assets are held in each client's name at independent, qualified custodians. Aevum never takes physical custody of client assets.

  • Regulatory oversight

    Aevum is registered with the U.S. Securities and Exchange Commission and is subject to periodic examination. International offices are supervised by their local regulators.

  • Independent audit

    The firm's financial statements and internal controls are audited annually by an independent public accounting firm.

  • Information security

    A security program aligned with SOC 2 controls, with encryption in transit and at rest and regular third-party penetration testing.

06—Offices

Offices

Each relationship is led from the office closest to the client, with specialists drawn from across the firm.

Offices
14
Countries
4
Regions
3

Americas11

  • New York

    Headquarters

    500 Park Avenue

  • Boston

    200 Clarendon Street

  • Chicago

    71 South Wacker Drive

  • Dallas

    2100 McKinney Avenue

  • Denver

    1700 Lincoln Street

  • Houston

    811 Main Street

  • Los Angeles

    2029 Century Park East

  • Miami

    1450 Brickell Avenue

  • Palm Beach

    250 Royal Palm Way

  • San Francisco

    555 California Street

  • Washington, D.C.

    Institutional

    1001 Pennsylvania Avenue NW

Europe2

  • London

    1 Grosvenor Place

  • Zurich

    Bahnhofstrasse 45

Asia-Pacific1

  • Singapore

    8 Marina View

Begin with a confidential conversation.

A 45-minute introductory consultation with a senior advisor about your family, your objectives and how your current advisors work together. No obligation.

Schedule a consultationOr call (212) 555-0148