Avanath Capital Management, LLC
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Overview
Avanath Capital Management, LLC operates as an advisory company that has its headquarters in Irvine, California. The company manages $3.6 billion in assets over 11 accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). Avanath Capital Management, LLC has a large team, including 38 financial advisors. Avanath Capital Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like equities, bonds and options.
Avanath Capital Management, LLC administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing to seek client approval. The advisory firm's typical account size is $330.7 million. The average financial advisor at Avanath Capital Management, LLC administers fewer than one client account, placing it among the most individualized firms in the country.
The firm's headquarters is located at 1920 Main Street, Irvine, California 92614. Avanath Capital Management, LLC is allowed to provide services to investors throughout 2 states, including California and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Avanath Capital Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3.6 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$330.7 million
Fee Structure
Financial advisory fees largely vary depending on which service is provided. Fees billed by Avanath Capital Management, LLC most likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Avanath Capital Management, LLC provides services to pooled investment vehicles. Out of its 11 clients, Avanath Capital Management, LLC's largest client group is pooled investment vehicles. About 27% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Avanath Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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