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| Happy Holidays!! thanks for using AUM13F!! |
| Avatar Capital Management LLC
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| CRD # | 330793 |
| SEC # | 801-130825 |
| CIK # | |
| AUM | $184.3 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-508-6139 |
| Address | 1200 Westlake Ave N Suite 1006 Seattle, WA 98109 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Avatar Commercial Mortgage REIT LLC | [2025-03-31] | 214.1 | 184.3 |
| 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 | 1 | 184.3 |
| (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 | 184.3 |
| By Discretionary | ||
| Discretionary | 1 | 184.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 184.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.3 | |
| Total | 1 | 184.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jerry Zevenbergen | 184 | ||
| T R Hazelrigg IV | 1 |
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|---|---|---|
|
Dunn Capital Management LLC
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FL | 0.2 |
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Level One Global Advisors LLC
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IRTH Capital Management LP
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Retireful LLC
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0.2 | |
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Atlantic Union Municipal Advisors Inc
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Discretionary Management Services LLC
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CA | 0.2 |
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SAAS Capital LLC
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OH | 0.2 |
|
NexPoint Advisors LP
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TX | 0.2 |
|
Bishop Street Capital Management Corp
✚
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HI | 0.2 |