AVOCET CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- NORTHBROOK, Illinois
- CRD number
- 156261
- Registered since
- May 2, 2022
- Website
- avocetcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.04%
- Individuals0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avocet Capital Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2022. The firm positions itself as a boutique wealth manager and capital allocator serving individuals and families, with a service set focused on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external managers. Compensation comes through a mix of AUM-based fees and hourly charges. The firm is not identified as an ESG-focused manager and is structured as an owner-operated advisory practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds1%
Contacts
3 of 3GERY SADZEWICZ
CCOCRD 1090963
ALAN LOEWY
Managing PartnerCRD 4960252
SEAN CONNOLLY
Portfolio ManagerCRD 5109902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTHBROOK, IL
COOK
Location
NORTHBROOK, IL
Headquartered in NORTHBROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1363 Shermer Rd
- Time zone
- CT (UTC-6)
- Office locations
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