Avivar Capital, LLC

RIASEC RegisteredEst. 2015

Total AUM

$362M

Discretionary

0% of AUM

Avg account

$18.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 215516
Registered since: September 1, 2015
Website: www.avivarcapital.com
Fee structure: Hourly Charges, Fixed Fees
Client types: Charitable Organizations100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avivar Capital, LLC is an SEC-registered advisory firm (registered in 2015) that operates as a capital allocator to a concentrated institutional client base. The firm provides financial planning and portfolio management for both individuals/small businesses and for businesses or institutions, and it explicitly offers selection-of-other-advisers and educational seminars/workshops as part of its advisory mix. Its advisory model is highly non-discretionary: clients retain decision authority while Avivar provides advice, manager selection and implementation recommendations. Fee arrangements are structured around hourly charges and fixed fees rather than percentage-based ongoing asset fees. Avivar does not position itself as an active ESG investor.