Avivar Capital, LLC (Los Angeles)

Name: Avivar Capital, LLC
Address: 6464 Sunset Blvd., Los Angeles, CA, 90028
Telephone: 818-681-6833

Avivar Capital, LLC is a large advisory firm based in Los Angeles. It manages $228 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Avivar Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avivar Capital: assets under management

The assets under management (AUM) of Avivar Capital, LLC is $228 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in non-exchange traded securities the most. They account for 46% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 45% of the firm’s portfolio. Investments in exchange traded securities form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avivar Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Avivar Capital serves?

The only and largest group of clients of Avivar Capital is charitable organizations with 14 clients and $228 million of assets under management. Among the 8 most similar advisory firms, Avivar Capital has the highest percentage of charitable organizations out of all clients.

The amount of regulatory assets under management is $228 million for 14 clients. None of the firm’s clients are foreign persons or businesses.

Avivar Capital doesn't advise any private funds.

Careers at Avivar Capital, LLC

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tina N Castro	Managing member/chief compliance officer	1 Aug 2015	50% - 75%	4300439
Elisabeth Richter	Managing member	1 Aug 2015	50% - 75%	6544986
Tina Nicole Castro	Managing member/chief compliance officer	1 Aug 2015	50% - 75%	4300439
Tina Nicole Castro	Managing member/chief compliance officer	1 Sep 2015	50% - 75%	4300439
Elisabeth Richter	Managing member	1 Sep 2015	50% - 75%	6544986
Daniel Tellalian	Managing member	1 Jan 2017	25% - 50%	6626796

Based in Los Angeles

The principal office where Avivar Capital, LLC performs its advisory services is located at 6464 Sunset Blvd., Los Angeles, CA 90028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-681-6833. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at avivarcapital.com.