{
  "crd_number": 215516,
  "slug": "avivar-capital-llc-215516",
  "primary_business_name": "AVIVAR CAPITAL, LLC",
  "legal_name": "AVIVAR ADVISORS, LLC",
  "dbas": [
    "AVIVAR ADVISORS"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-09-01",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 362080456.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 362080456.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 18,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 362080456.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "NE",
    "NM",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://avivarcapital.com",
    "https://facebook.com/AVIVARCAPITAL",
    "https://linkedin.com/COMPANY/AVIVARCAPITAL",
    "https://twitter.com/AVIVARCAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/215516",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/avivar-capital-llc-215516",
  "display_name": "Avivar Capital, LLC",
  "summary": "Avivar Capital, LLC is an SEC-registered investment advisory firm, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Avivar Capital, LLC (CRD 215516): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Avivar Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avivar Capital, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Avivar Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: up to $350,000 a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Avivar Capital, LLC registered with the SEC or a state?",
      "a": "Avivar Capital, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 215516."
    },
    {
      "q": "How much does Avivar Capital, LLC manage?",
      "a": "Avivar Capital, LLC reports $362,080,456 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (0% discretionary)."
    },
    {
      "q": "How have Avivar Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Avivar Capital, LLC: Regulatory assets under management: $451,000,000 in the October 2021 data and $362,080,456 in the October 2026 data, down 20%. Total employees: 9 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Avivar Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (20)."
    },
    {
      "q": "Does Avivar Capital, 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/215516"
    },
    {
      "q": "What changed in Avivar Capital, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name Avivar Advisors. Changed its legal name from Avivar Capital, LLC to Avivar Advisors, LLC. Employees performing advisory functions went from 13 to 16. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 451000000.0,
      "total_employees": 9,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 428800000.0,
      "total_employees": 15,
      "filing_date": "2022-06-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 444400000.0,
      "total_employees": 21,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 443208449.0,
      "total_employees": 19,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 290409325.0,
      "total_employees": 16,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 362080456.0,
      "total_employees": 18,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name Avivar Advisors.",
        "Changed its legal name from Avivar Capital, LLC to Avivar Advisors, LLC.",
        "Employees performing advisory functions went from 13 to 16.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 13.",
        "Regulatory assets under management went from $290,409,325 to $362,080,456 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $350,000 a year"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $350,000 a year"
        ],
        "quotes": [
          "We charge on a flat fee basis or percentage of assets for our services. Flat fees will not exceed $350,000 annually"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 350000.0,
          "period": "annual",
          "service": "services"
        }
      ]
    },
    "quotes": [
      "We charge on a flat fee basis or percentage of assets for our services. Flat fees will not exceed $350,000 annually"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/avivar-capital-llc-215516.md",
  "clients": [
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 362080456.0
    }
  ],
  "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/215516",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}