Avance Investment Management LLC

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Avance Investment Management LLC ✚
CRD #	310749
SEC #	801-119844
CIK #
AUM	2,618.8 M (2026-03-31)
Employees	25 (92% Investors, 0% Brokers)
Phone	917-693-9893
Address	650 Fifth Avenue New York, NY 10019
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Avance Investment Partners II LP	[2026-03-31]		775.9 M
	Offered $1,000,000,000 · Filed 2025-06-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,000,000,000 · Duration More than one year · Revenue Decline to Disclose
PE	Avance Investment Partners Parallel Fund II LP	2026-03-31		177.5 M
PE	Avance Tropical Co-Investors LLC	[2025-03-28]	55.0 M	56.2 M
	Filed 2024-12-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Avance Tropical Co-Investors Parallel LLC	2025-03-28		23.0 M
PE	Avance Clevertech Co-Investors Feeder LLC	[2024-03-28]	25.0 M	4.4 M
	Offered $25,000,000 · Filed 2023-04-20 (D) · Exemption 506(b), 3(c)(7) · Minimum $84,845 · Duration One year or less · Revenue Decline to Disclose
PE	Avance Clevertech Co-Investors LLC	[2024-03-28]	25.0 M	8.1 M
	Offered $25,000,000 · Filed 2023-04-20 (D) · Exemption 506(b), 3(c)(7) · Minimum $84,845 · Duration One year or less · Revenue Decline to Disclose
PE	Avance JDI Antarctica Co-Investors LLC	[2024-03-28]	56.4 M	0.5 M
	Offered $56,350,000 · Filed 2023-12-12 (D) · Exemption 506(b), 3(c)(7) · Minimum $350,000 · Duration One year or less · Revenue Decline to Disclose
PE	Avance Synergy Infrastructure Co-Investors LLC	[2023-03-31]	55.0 M	193.7 M
	Offered $55,000,000 · Filed 2022-07-22 (D) · Exemption 506(b), 3(c)(7) · Minimum $150,000 · Duration One year or less · Revenue Decline to Disclose
PE	Avance Univista Co-Investors LLC	[2022-03-31]	74.5 M	20.6 M
	Offered $74,500,000 · Filed 2021-07-01 (D) · Exemption 506(b), 3(c)(7) · Minimum $150,000 · Duration One year or less · Revenue Decline to Disclose
PE	Avance Investment Partners AIV LP	2021-09-08		70.4 M
View All

AUM Breakdown	Accounts	AUM ($B)
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	13	2.6
(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	13	2.6
By Discretionary
Discretionary	13	2.6
Non-Discretionary	0	0.0
Total	13	2.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.6
Total	13	2.6

Form D Directors	Role	# Filings	# Firms
David Perez	Executive Officer	23	3
Luis Zaldivar	Executive Officer	10	3
Erik Scott	Executive Officer	3	2

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Lexington Advisors LLC ✚	NY	2,656.6 M
Transpose Platform Management LLC ✚	TX	2,649.8 M
TCG Capital Management LP ✚	CA	2,648.5 M
S2G Investments LLC ✚	IL	2,584.5 M
Edison Partners Management LLC ✚	TN	2,581.5 M
Tyree & D'Angelo Partners Management LP ✚	IL	2,581.4 M
The Catalyst Capital Group Inc ✚		2,580.9 M
North Hudson Resource Partners LP ✚	TX	2,577.3 M
ZMC Advisors LP ✚	NY	2,575.4 M
Renovus Associates LLC ✚	PA	2,571.4 M

Avance Investment Management LLC

Assets, Funds, Holdings