AAVIN EQUITY ADVISORS, LLC
Firm details
- Headquarters
- CEDAR RAPIDS, Iowa
- CRD number
- 170599
- Registered since
- March 6, 2014
Firm profile
FINTRXOverview
Aavin Equity Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2014. The firm is owned by an individual and is classified in public filings as unclassified. Public information indicates the adviser does not position itself as an ESG-focused manager, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser in filings. The firm's footprint in filings points toward fund-based activity rather than a traditional retail/advisory practice. Its regulatory profile and product mix suggest Aavin Equity Advisors functions principally as an adviser to pooled investment vehicles rather than maintaining a roster of separately managed accounts or a broad retail client base.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Dan Gross
PartnerCRD 7712877
JAMES THORP
Managing PartnerCRD 2866642
PAUL RHINES
Senior PartnerCRD 4487635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CEDAR RAPIDS, IA
LINN
Location
CEDAR RAPIDS, IA
Headquartered in CEDAR RAPIDS, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.
- Metro area
- Cedar Rapids-Iowa City, IA
- Region
- Midwest
- County
- LINN
- Address
- 1245 1st Ave SE
- Time zone
- CT (UTC-6)
- Office locations
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