AVANCE INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$201M
Accounts
13
Employees
25
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
310749
Registered since
November 23, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avance Investment Management, LLC is a private equity–focused adviser that manages pooled investment vehicles and acts as sponsor and general partner for those funds. The firm is structured as a limited liability company, is SEC-registered (since 2020) and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles rather than acting as a broad capital allocator or pension consultant. Investment approach is centered on private equity fund management and direct sponsorship. The firm charges a mix of percentage-of-AUM fees and performance-based fees (with other fee arrangements possible) consistent with typical private equity economics. Avance is not characterized as an active ESG investor and is not classified as a multi-state adviser in regulatory filings, although it maintains a presence across multiple states by office location.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Rohan Jones

    Chief Financial Officer & Chief Compliance OfficerCRD 7433078

Contacts

3 of 3
  • DAVID PEREZ

    Co-Founder and Managing PartnerCRD 2838214

  • MARK DEVINCENTIS

    PartnerCRD 2689753

  • LUIS ZALDIVAR

    Managing PartnerCRD 3149736

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
650 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth