Avivar Capital, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2026, reports $362M in regulatory assets under management, 15 employees, and 20 accounts.
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$362Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$362M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$362M
Total Accounts20
10Y AUM Change+$213M (+143.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee1:1
10Y Employee Change+11 (+275.0%)
* 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.