# Avance Investment Management, LLC

> Avance Investment Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 310749
- Filed as: AVANCE INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310749
- AdvisorCensus page: https://advisorcensus.com/firm/avance-investment-management-llc-new-york-ny-310749

## Quick answers

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

**How much does Avance Investment Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Avance Investment Management, LLC located?**
Avance Investment Management, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Avance Investment Management, LLC registered with the SEC or a state?**
Avance Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310749.

**How much does Avance Investment Management, LLC manage?**
Avance Investment Management, LLC reports $2,618,772,663 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Avance Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Avance Investment Management, LLC: Regulatory assets under management: $823,778,797 in the October 2021 data and $2,618,772,663 in the October 2026 data, up 218%. Total employees: 14 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avance Investment 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 Avance Investment 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/310749

**What changed in Avance Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 20 to 23. Regulatory assets under management went from $1,653,645,757 to $2,618,772,663 (+58%). Changed its office addresses in Coral Gables, FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 2% of assets a year

> Avance and/or its affiliates (e.g., the General Partner) is to be paid an investment management fee (“Management Fee”) of not more than 2.0% per annum of the committed or invested capital of the Fund I Vehicles and Fund II Vehicles, dependant on where the Funds are in their investment life cycle.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,618,772,663
- Discretionary: $2,618,772,663
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $2,618,772,663 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 25 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Coral Gables, FL

### Websites listed on Form ADV (Item 1.I)
- [avanceinv.com](https://avanceinv.com)
- LinkedIn @avance-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $823,778,797 | 14 | September 8, 2021 |
| October 2022 | $1,115,896,683 | 15 | April 29, 2022 |
| October 2023 | $1,327,683,076 | 20 | April 27, 2023 |
| October 2024 | $1,409,751,680 | 22 | August 7, 2024 |
| October 2025 | $1,653,645,757 | 22 | May 27, 2025 |
| October 2026 | $2,618,772,663 | 25 | March 31, 2026 |

Regulatory assets under management: $823,778,797 in the October 2021 data and $2,618,772,663 in the October 2026 data, up 218%.
Total employees: 14 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 20 to 23.
- Regulatory assets under management went from $1,653,645,757 to $2,618,772,663 (+58%).
- Changed its office addresses in Coral Gables, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avance Investment Management, LLC (CRD 310749): Form ADV filing data as of October 2026.