Avinash M. Fernandes

MINDORO CAPITAL PARTNERS LLC

NEW YORK, NY

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CRD#: 4595776

Professional summary

Avinash Mark Fernandes is a registered financial advisor currently at MINDORO CAPITAL PARTNERS LLC located in New York, New York.

Avinash is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Avinash has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Minds Matter National, Inc.; Investment Related: No; Located at 1120 6th Avenue, 4th Floor, New York, NY. 10036; Charitable Organization; Board Member; Started 02/2020; Approximately 5 hours per month; Duties include serving as a Board Member and Co-Chair of the fundraising committee. 2) Archetype Solutions Group; Investment Related: Yes; Located at 2124 Race Street, Ground Floor, Philadelphia, PA. 19103; Consulting/Investment Firm; Advisor; Starting 05/08/2023; Approximately 2 hours per month; Duties include providing strategic advice and consulting services to management persons of the firm. No investment advisory services are provided to end clients of Archetype Solutions Group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avinash Mark Fernandes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 18, 2024 - Present

MINDORO CAPITAL PARTNERS LLC

Office #2: 177 Huntington Avenue Suite 1901, Boston, MA 02115

RIA

CRD#: 328488

NEW YORK, NY

Past

August 23, 2016 - May 26, 2022

ICONIQ CAPITAL, LLC

RIA

CRD#: 159198

SAN FRANCISCO, CA

Past

July 25, 2011 - February 21, 2012

MORGAN STANLEY

CRD#: 149777

SAN FRANCISCO, CA

Past

November 7, 2002 - April 16, 2008

GOLDMAN SACHS & CO. LLC

CRD#: 361

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MINDORO CAPITAL PARTNERS LLC

CRD#: 328488 / SEC#: 801-129441

RIA

Registered Investment Advisory firm - (2/1/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/18/2024)

IAR

New York
(3/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/2/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/6/2002

General Securities Representative Examination

Current Firm

MINDORO CAPITAL PARTNERS LLC

CRD#: 328488 / SEC#: 801-129441

RIA

Registered Investment Advisory firm - (2/1/2024 Approved)

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Contact information

Main Address

177 Huntington Avenue Suite 1901, Boston, MA 02115

Mailing Address

Phone number

(617) 214-2313

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MINDORO DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 134,326,380

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Avinash M. Fernandes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avinash Mark Fernandes's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINDORO CAPITAL PARTNERS LLC

ICONIQ CAPITAL, LLC

MORGAN STANLEY

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

MINDORO CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2016

Series 66

Date: 6/2/2011

Series 7

Date: 11/6/2002

Current Firm

MINDORO CAPITAL PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MINDORO CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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