Avocet Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 4, 2026, reports $158M in regulatory assets under management, 2 employees, 2 offices, and 194 accounts.
Assets Under Management
$158M
Employees
2
Offices
2 offices
Total Clients
40
Primary office
NORTHBROOK, IL
1363 SHERMER ROAD, SUITE 200, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.5% of total clients.
Top client categories% of clientsClients
1
HNWI
92.5%
37
2
Individuals
7.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 4, 2026
Discretionary95.5%
$151M
95% of total RAUM95.5%
Non-discretionary4.5%
$7M
5% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts194
10Y AUM Change+$37M (+30.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee20:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.