AVATAR CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$140M
Accounts
2
Employees
3
Advisory reps
5

Firm details

Headquarters
SEATTLE, Washington
CRD number
330793
Registered since
July 29, 2024
Fee structure
Percentage of AUM, Commissions, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avatar Capital Management LLC is a privately owned LLC that registered with the SEC in 2024 and positions itself as an “Other Fund Provider” serving institutional clients. Its primary advisory activity is portfolio management for pooled investment vehicles, and its fee arrangements can include percentage-of-AUM, commissions, performance-based fees and other structures. The firm is not identified as a capital allocator or an active ESG investor. Industry affiliations noted in source data include relationships with a broker‑dealer and a law firm.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JERRY ZEVENBERGEN

    CEOCRD 2608953

  • Ryan Cronin-Prather

    COO & General CounselCRD 7944952

Contacts

3 of 3
  • THOMAS HAZELRIGG

    PresidentCRD 2615729

  • RYAN JUMONVILLE

    MemberCRD 2860522

  • Edmonds Joseph

    CRD 8240871

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1200 Westlake Ave N
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth