Avivar Capital, LLC

RIASEC Registered
Total AUM
$362M
Discretionary
$0
0% of AUM
Avg account
$18.1M
Accounts
20
Employees
18
Advisory reps
11

Firm details

Headquarters
,
CRD number
215516
Registered since
September 1, 2015
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avivar Capital, LLC is a small, SEC-registered investment adviser that positions itself as a capital allocator serving institutional clients. The firm was registered with the SEC in 2015 and is organized as a limited liability company under individual ownership. Its reported advisory services include portfolio management for individuals, small businesses, and institutions; selecting third‑party advisers; and running educational seminars and workshops. Fee arrangements noted in the snapshot are hourly charges and fixed fees. The firm is not identified as an active ESG investor in the available data. It also appears to perform much of its work on a non‑discretionary basis and operates with an emphasis on bringing external managers into client portfolios rather than relying solely on internally managed strategies.

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

Asset composition

Asset composition: Other 70%, Non-Exchange Traded Equities 30%70%
  • Other70%
  • Non-Exchange Traded Equities30%

Owners & executives

1 of 1
  • Joyce Lapreta

    Chief Compliance OfficerCRD 1567415

Contacts

3 of 10
  • Tina Castro

    Tina Castro

    Co-Founder and Managing PartnerCRD 4300439

  • James Nichols

    James Nichols

    DirectorCRD 7175899

  • Elisabeth Richter

    Elisabeth Richter

    Co-Founder and Managing PartnerCRD 6544986

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth