Avivar Capital, LLC is a large advisory firm based in Los Angeles. It manages $228 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Avivar Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Avivar Capital, LLC is $228 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Avivar Capital, LLC for their services and products based on a percentage of assets under management and fixed 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.
The only and largest group of clients of Avivar Capital is charitable organizations with 14 clients and $228 million of assets under management. Among the 8 most similar advisory firms, Avivar Capital has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $228 million for 14 clients. None of the firm’s clients are foreign persons or businesses.
Avivar Capital doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 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.
The principal office where Avivar Capital, LLC performs its advisory services is located at 6464 Sunset Blvd., Los Angeles, CA 90028, 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 818-681-6833. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at avivarcapital.com.