Aviance Capital Management LLC

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Assets, Funds, Holdings

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Aviance Capital Management LLC
CRD #142367
SEC #801-67399
CIK #0001412575
AUM
Employees 6 (83% Investors, 0% Brokers)
Fees
Minimum
Phone941-724-8660
Address1549 Ringling Boulevard
Sarasota, FL 34236
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02005201120182025
CIK Period
0001412575
Sector Form 13F Holdings Value ($B)
Verizon Communications Inc 0.0
AT&T Inc 0.0
Simon Property Group Inc /DE/ 0.0
Crown Castle International Corp 0.0
Health Care REIT Inc /DE/ 0.0
New Residential Investment Corp 0.0
Annaly Capital Management Inc 0.0
BP PLC 0.0
Broadcom Inc 0.0
Duke Energy Corp 0.0
International Business Machines Corp 0.0
Qualcomm Inc/DE 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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) 2 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 3 0.8
(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 2 0.0
Total 10,278 0.8
By Discretionary
Discretionary 10,276 0.8
Non-Discretionary 2 0.0
Total 10,278 0.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.8
Total 10,278 0.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001412575]
Firm Profile (Form ADV)
Discretionary AUM$3.2B
ServesInstitutional, Retail
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