Avivar Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 215516
- Registered since
- September 1, 2015
- Website
- www.avivarcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other70%
- Non-Exchange Traded Equities30%
Owners & executives
1 of 1Joyce Lapreta
Chief Compliance OfficerCRD 1567415
Contacts
3 of 10
Tina Castro
Co-Founder and Managing PartnerCRD 4300439

James Nichols
DirectorCRD 7175899

Elisabeth Richter
Co-Founder and Managing PartnerCRD 6544986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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