# Avanath Capital Management, LLC

> Avanath Capital Management, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 172704
- Filed as: AVANATH CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172704
- AdvisorCensus page: https://advisorcensus.com/firm/avanath-capital-management-llc-irvine-ca-172704

## Quick answers

**How is Avanath Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Avanath Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Avanath Capital Management, LLC located?**
Avanath Capital Management, LLC's principal office is in Irvine, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Avanath Capital Management, LLC registered with the SEC or a state?**
Avanath Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172704.

**How much does Avanath Capital Management, LLC manage?**
Avanath Capital Management, LLC reports $3,749,413,912 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Avanath Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Avanath Capital Management, LLC: Regulatory assets under management: $2,630,597,085 in the October 2021 data and $3,749,413,912 in the October 2026 data, up 43%. Total employees: 82 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avanath Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Avanath Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172704

**What changed in Avanath Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 41 to 35.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,749,413,912
- Discretionary: $3,749,413,912
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $3,749,413,912 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (11 years)
- Employees: 103 total, 35 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Alexandria, VA

### Websites listed on Form ADV (Item 1.I)
- avanath.com
- vimeo.com/avanathcapital
- Facebook @Avanath-Capital-Management
- Instagram @avanathcapital
- LinkedIn @avanath-capital-management
- X @avanathcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,630,597,085 | 82 | March 31, 2021 |
| October 2022 | $2,924,615,899 | 114 | May 5, 2022 |
| October 2023 | $3,637,629,382 | 116 | March 31, 2023 |
| October 2024 | $3,832,484,339 | 121 | March 28, 2024 |
| October 2025 | $3,636,606,116 | 98 | May 7, 2025 |
| October 2026 | $3,749,413,912 | 103 | April 28, 2026 |

Regulatory assets under management: $2,630,597,085 in the October 2021 data and $3,749,413,912 in the October 2026 data, up 43%.
Total employees: 82 in October 2021 and 103 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 41 to 35.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avanath Capital Management, LLC (CRD 172704): Form ADV filing data as of October 2026.