AVANCE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310749
- Registered since
- November 23, 2020
- Website
- avanceinv.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Rohan Jones
Chief Financial Officer & Chief Compliance OfficerCRD 7433078
Contacts
3 of 3DAVID PEREZ
Co-Founder and Managing PartnerCRD 2838214
MARK DEVINCENTIS
PartnerCRD 2689753
LUIS ZALDIVAR
Managing PartnerCRD 3149736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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