Firm profile

AVANATH CAPITAL MANAGEMENT, LLC

IRVINE, CACRD 172704Latest ADV April 28, 2026

Avanath Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated April 28, 2026, reports $3.7B in regulatory assets under management, 103 employees, 1 office, and 13 accounts.

Assets Under Management
$3.7B
Employees
103
Offices
1 office
Total Clients
13
Primary office
IRVINE, CA
4 PARK PLAZA, SUITE 1400, IRVINE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODaryl J. Carter
CCOJun N. Sakumoto
COOJohn R. Williams

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.7Bas of April 28, 2026
Discretionary100.0%
$3.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.7B
Total Accounts13
10Y AUM Change+$2.8B (+277.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees103
Clients per Employee0:1
10Y Employee Change+83 (+415.0%)

* 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.