{
  "crd_number": 330793,
  "slug": "avatar-capital-management-llc-seattle-wa-330793",
  "primary_business_name": "AVATAR CAPITAL MANAGEMENT LLC",
  "legal_name": "AVATAR CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-29",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 279640377.0,
  "raum_discretionary": 279640377.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 279640377.0,
      "count": 2
    }
  },
  "compensation_types": [
    "commissions",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://avatarfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330793",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/avatar-capital-management-llc-seattle-wa-330793",
  "display_name": "Avatar Capital Management LLC",
  "summary": "Avatar Capital Management LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Avatar Capital Management LLC (CRD 330793): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Avatar Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avatar Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; commissions; performance-based fees; other."
    },
    {
      "q": "Where is Avatar Capital Management LLC located?",
      "a": "Avatar Capital Management LLC's principal office is in Seattle, WA, according to its Form ADV."
    },
    {
      "q": "Is Avatar Capital Management LLC registered with the SEC or a state?",
      "a": "Avatar Capital Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330793."
    },
    {
      "q": "How much does Avatar Capital Management LLC manage?",
      "a": "Avatar Capital Management LLC reports $279,640,377 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Avatar Capital Management LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Avatar Capital Management LLC: Regulatory assets under management: $162,572,604 in the October 2024 data and $279,640,377 in the October 2026 data, up 72%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Avatar Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Avatar Capital Management LLC report any disciplinary disclosures?",
      "a": "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/330793"
    },
    {
      "q": "What changed in Avatar Capital Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $184,329,108 to $279,640,377 (+52%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 162572604.0,
      "total_employees": 3,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 184329108.0,
      "total_employees": 3,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 279640377.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $184,329,108 to $279,640,377 (+52%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/avatar-capital-management-llc-seattle-wa-330793.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 279640377.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330793",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}