Avanti Investment Advisors Inc

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Assets, Funds, Holdings

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Avanti Investment Advisors Inc
CRD #106791
SEC #801-41177
CIK #
AUM
Employees 3 (100% Investors, 0% Brokers)
Phone407-628-8488
Address923 N Pennsylvania Avenue
Winter Park, FL 32789
Source [IAPD] [Website]
Total AUM ($MM)
110088066044022001999200720152024
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE Avanti Strategic Land Investors X LLC [2022-03-24] 70.8 70.8
RE Avanti Strategic Land Investors IX LLLP [2019-03-27] 57.0 107.0
RE Avanti Strategic Land Investors VIII LLLP [2016-03-25] 51.6 232.0
RE Avanti Strategic Land Investors VII LLLP [2013-03-25] 54.0 85.4
RE Avanti Strategic Land Investors III Active LP 2012-03-29 23.8
RE Avanti Strategic Land Investors III Passive LP 2012-03-29 23.1
RE Avanti Strategic Land Investors II Passive LP 2012-03-29 12.9
RE Avanti Strategic Land Investors IV Active LP 2012-03-29 15.6
RE Avanti Strategic Land Investors IV Passive LP 2012-03-29 13.2
RE Avanti Strategic Land Investors LP 2012-03-29 98.5
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AUM Breakdown Accounts AUM ($MM)
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 7 947.9
(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 7 947.9
By Discretionary
Discretionary 7 947.9
Non-Discretionary 0 0.0
Total 7 947.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 947.9
Total 7 947.9
Form D Directors # Filings # Firms 2011 - 2024
Donald Loeb 18
Charles Schwartz 2
Marvin Shapiro 4
Avanti Properties Group III Lllp 3
Andrew Dubill 3
Apg III GP LLC 3
Jennifer Keating 2
Joann Hanson 2
Avanti Management Company 2
Apg Asli IX GP LLC 1
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