AdvisorCensus / Financial advisors / California / San Francisco / Avila Real Estate Capital
Avila Real Estate Capital
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.
Quick answers
From the filingHow 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 2ASee 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 as of October 2026, filing dated May 13, 2026.
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.DA 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
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $341,232,889 | 47 | May 13, 2026 |
| October 2025 | $226,650,000 | 47 | July 9, 2025 |
| October 2024 | Not reported | Not reported | July 29, 2024 |
| October 2023 | Not reported | Not reported | March 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- 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.ISource: 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