Aavin Equity Advisors LLC

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Assets, Funds, Holdings

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Aavin Equity Advisors LLC
CRD #115296
SEC #801-70510
CIK #
AUM
Employees
Phone319-247-1072
Address118 Third Avenue, SE
Cedar Rapids, IA 52401
Source [IAPD] [Website]
Total AUM ($M)
705642281402009201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
Other Aavin Capital III LP 2023-03-17 21.3
PE Aavin Equity Partners II LP [2015-03-27] 25.0 29.8
PE Aavin Mezzanine Fund LP [2015-03-27] 20.6 76.6
PE Aavin Equity Partners I LP 2014-03-06 0.7
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 60.3
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 60.3
Total 1 60.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 60.3
Total 1 60.3
Form D Directors Role # Filings # Firms 2011 - 2026
Kevin Mullane 6 3
David Schroder 4 3
Thies Kolln 3 2
Kirk Kaalberg 2 2
James Thorp 2 1
Paul Rhines 2 1
Eric Hender 2 1
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