AVANATH CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$288M
Accounts
13
Employees
103
Advisory reps
4

Firm details

Headquarters
IRVINE, California
CRD number
172704
Registered since
November 5, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Avanath Capital Management, LLC is a privately held real estate fund adviser that registered with the SEC in 2014. Organized as an LLC, the firm focuses on managing pooled real estate investment vehicles for institutional clients and serves as sponsor, general partner, and managing member of those vehicles. Its fee model combines an asset-based management fee with performance-linked compensation. The firm identifies as an active ESG investor and concentrates its advisory activity on portfolio management for commingled or pooled funds rather than acting as a third‑party capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • DARYL CARTER

    Chairman and Chief Executive OfficerCRD 2320767

  • JOHN WILLIAMS

    President and Chief Investment OfficerCRD 6065217

  • JUN SAKUMOTO

    Chief Compliance OfficerCRD 3024682

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
4 Park Plz
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth