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AdvisorCensus / Financial advisors / California / San Francisco / Avila Real Estate Capital

Avila Real Estate Capital

Corte Madera, CASEC-registered investment adviserCRD 325431

Filed as AVILA REAL ESTATE CAPITAL · Legal name Avila RE Capital, LLC

Avila Real Estate Capital is an SEC-registered investment advisory firm in Corte Madera, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

1 year
registered since 2025
$341,232,889
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Avila Real Estate Capital compensated?

On its Form ADV (Item 5.E, October 2026), Avila Real Estate Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Avila Real Estate Capital located?

Avila Real Estate Capital's principal office is in Corte Madera, CA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Avila Real Estate Capital registered with the SEC or a state?

Avila Real Estate Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325431.

How much does Avila Real Estate Capital manage?

Avila Real Estate Capital reports $341,232,889 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

How have Avila Real Estate Capital's assets and staff changed since 2023?

In the Form ADV data for Avila Real Estate Capital: Regulatory assets under management: $226,650,000 in the October 2025 data and $341,232,889 in the October 2026 data, up 51%. Total employees: 47 in October 2025 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Avila Real Estate Capital serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

Does Avila Real Estate Capital 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/325431

What changed in Avila Real Estate Capital's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 20 to 24. Regulatory assets under management went from $226,650,000 to $336,672,000 (+49%). Added an office in Greenwood Village, CO. Registered or notice-filed in CO. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated May 13, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$341,232,889

$341,232,889 as of October 2026, filing dated May 13, 2026.

Discretionary: $341,232,889.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 5 Assets $341,232,889 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Legal name
Avila RE Capital, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 47. Performing investment advisory functions: 24.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
2 other offices, as of the June 2026 filing
Greenwood Village, COIrvine, CA
States registered or notice-filed
3 states or jurisdictions
CACOPA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Not reported 2023 Not reported 2024 $227M 2025 $341M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$341,232,88947May 13, 2026
October 2025$226,650,00047July 9, 2025
October 2024Not reportedNot reportedJuly 29, 2024
October 2023Not reportedNot reportedMarch 29, 2023

Regulatory assets under management: $226,650,000 in the October 2025 data and $341,232,889 in the October 2026 data, up 51%.

Total employees: 47 in October 2025 and 47 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 20 to 24.
    • Regulatory assets under management went from $226,650,000 to $336,672,000 (+49%).
    • Added an office in Greenwood Village, CO.
    • Registered or notice-filed in CO.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
avilacapllc.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Avila Real Estate Capital (CRD 325431): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/avila-real-estate-capital-corte-madera-ca-325431