Avocet Capital Management LLC

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Assets, Funds, Holdings

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Avocet Capital Management LLC
CRD #156261
SEC #801-124866
CIK #
AUM $130.9 M (2025-02-25)
Employees 2 (100% Investors, 0% Brokers)
Phone312-925-0152
Address1363 Shermer Road
Northbrook, IL 60062
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
14011284562802011201620212026
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) 46 130.9
(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 151 130.9
By Discretionary
Discretionary 151 130.9
Non-Discretionary 0 0.0
Total 151 130.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 130.9
Total 151 130.9
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IL 0.1
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TX 0.1
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TX 0.1
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TN 0.1
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Intercarolina Financial Services Inc
NC 0.1
October Wealth Advisors Inc
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Strategic Wealth Management LLC
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TNL Asset Management LLC
CO 0.1
Marathon Strategic Advisors LLC
PA 0.1
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