AVANATH CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 172704
- Registered since
- November 5, 2014
- Website
- www.avanath.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4DARYL CARTER
Chairman and Chief Executive OfficerCRD 2320767
JOHN WILLIAMS
President and Chief Investment OfficerCRD 6065217
JUN SAKUMOTO
Chief Compliance OfficerCRD 3024682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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