# Avivar Capital, LLC

> 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.

- CRD: 215516
- Filed as: AVIVAR CAPITAL, LLC
- Legal name: Avivar Advisors, LLC
- Also doing business as: AVIVAR ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/215516
- AdvisorCensus page: https://advisorcensus.com/firm/avivar-capital-llc-215516

## Quick answers

**How is Avivar Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Avivar Capital, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Avivar Capital, LLC charge?**
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.

**Is Avivar Capital, LLC registered with the SEC or a state?**
Avivar Capital, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 215516.

**How much does Avivar Capital, LLC manage?**
Avivar Capital, LLC reports $362,080,456 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (0% discretionary).

**How have Avivar Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Avivar Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (20).

**Does Avivar Capital, 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/215516

**What changed in Avivar Capital, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: up to $350,000 a year

> We charge on a flat fee basis or percentage of assets for our services. Flat fees will not exceed $350,000 annually

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $362,080,456
- Discretionary: $0
- Non-discretionary: $362,080,456

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | 20 | $362,080,456 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 18 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NE, NM, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avivarcapital.com
- Facebook @AVIVARCAPITAL
- LinkedIn @AVIVARCAPITAL
- X @AVIVARCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $451,000,000 | 9 | March 26, 2021 |
| October 2022 | $428,800,000 | 15 | June 6, 2022 |
| October 2023 | $444,400,000 | 21 | March 31, 2023 |
| October 2024 | $443,208,449 | 19 | September 10, 2024 |
| October 2025 | $290,409,325 | 16 | July 30, 2025 |
| October 2026 | $362,080,456 | 18 | September 15, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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).

### April 2026
- Employees performing advisory functions went from 16 to 13.
- Regulatory assets under management went from $290,409,325 to $362,080,456 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avivar Capital, LLC (CRD 215516): Form ADV filing data as of October 2026.