# Avatar Capital Management LLC

> 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.

- CRD: 330793
- Filed as: AVATAR CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330793
- AdvisorCensus page: https://advisorcensus.com/firm/avatar-capital-management-llc-seattle-wa-330793

## Quick answers

**How is Avatar Capital Management LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Avatar Capital Management LLC located?**
Avatar Capital Management LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Avatar Capital Management LLC registered with the SEC or a state?**
Avatar Capital Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330793.

**How much does Avatar Capital Management LLC manage?**
Avatar Capital Management LLC reports $279,640,377 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Avatar Capital Management LLC's assets and staff changed since 2024?**
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.

**What types of clients does Avatar 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) (2).

**Does Avatar 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/330793

**What changed in Avatar Capital Management LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $279,640,377
- Discretionary: $279,640,377
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $279,640,377 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avatarfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $162,572,604 | 3 | June 28, 2024 |
| October 2025 | $184,329,108 | 3 | March 31, 2025 |
| October 2026 | $279,640,377 | 3 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $184,329,108 to $279,640,377 (+52%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avatar Capital Management LLC (CRD 330793): Form ADV filing data as of October 2026.