{
  "crd_number": 311134,
  "slug": "gavilan-investment-partners-llc-burlingame-ca-311134",
  "primary_business_name": "GAVILAN INVESTMENT PARTNERS LLC",
  "legal_name": "GAVILAN INVESTMENT PARTNERS LLC",
  "dbas": [],
  "city": "Burlingame",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-23",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": 514702037.0,
  "raum_discretionary": 514702037.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 66759090.0,
      "count": 1
    },
    "sovereign_wealth_foreign_official": {
      "raum": 447942947.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://gavilanpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311134",
  "city_as_filed": "BURLINGAME",
  "url": "https://advisorcensus.com/firm/gavilan-investment-partners-llc-burlingame-ca-311134",
  "display_name": "Gavilan Investment Partners LLC",
  "summary": "Gavilan Investment Partners LLC is an SEC-registered investment advisory firm in Burlingame, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.",
  "citation": "AdvisorCensus. Gavilan Investment Partners LLC (CRD 311134): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Gavilan Investment Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gavilan Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gavilan Investment Partners LLC located?",
      "a": "Gavilan Investment Partners LLC's principal office is in Burlingame, CA, according to its Form ADV."
    },
    {
      "q": "Is Gavilan Investment Partners LLC registered with the SEC or a state?",
      "a": "Gavilan Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 311134."
    },
    {
      "q": "How much does Gavilan Investment Partners LLC manage?",
      "a": "Gavilan Investment Partners LLC reports $514,702,037 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gavilan Investment Partners LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Gavilan Investment Partners LLC: Regulatory assets under management: $148,531,454 in the October 2022 data and $514,702,037 in the October 2026 data, up 247%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gavilan Investment Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); sovereign wealth funds and foreign official institutions (1)."
    },
    {
      "q": "Which custodians does Gavilan Investment Partners LLC use?",
      "a": "Gavilan Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank NA as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gavilan Investment Partners 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/311134"
    },
    {
      "q": "What changed in Gavilan Investment Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $445,147,698 to $514,702,037 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 148531454.0,
      "total_employees": 2,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 128714995.0,
      "total_employees": 2,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 349962841.0,
      "total_employees": 2,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 445147698.0,
      "total_employees": 1,
      "filing_date": "2025-05-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 514702037.0,
      "total_employees": 2,
      "filing_date": "2026-05-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $445,147,698 to $514,702,037 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citibank NA",
      "name_as_filed": "CITIBANK NA",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gavilan-investment-partners-llc-burlingame-ca-311134.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 66759090.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 447942947.0
    }
  ],
  "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/311134",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}