Overview
Assets Under Management: $131 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
AVOCET CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156261), AVOCET CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
AVOCET CAPITAL MANAGEMENT LLC is headquartered in NORTHBROOK, IL.
AVOCET CAPITAL MANAGEMENT LLC serves 46 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, AVOCET CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AVOCET CAPITAL MANAGEMENT LLC manages $131 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, AVOCET CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 151
Discretionary Accounts: 151
Regulatory Filings
CRD Number: 156261
Last Filing Date: 2025-02-25 00:00:00
Website: HTTPS://WWW.AVOCETCAPITAL.COM