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|
| Keyboard |
| Avocet Capital Management LLC
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|
|---|---|
| CRD # | 156261 |
| SEC # | 801-124866 |
| CIK # | |
| AUM | 157.8 M (2026-05-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-925-0152 |
| Address | 1363 Shermer Road Northbrook, IL 60062 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.5 |
| (b) Individuals (high net worth individuals) | 37 | 156.3 |
| (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 | 194 | 157.8 |
| By Discretionary | ||
| Discretionary | 172 | 150.6 |
| Non-Discretionary | 22 | 7.1 |
| Total | 194 | 157.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.8 | |
| Total | 194 | 157.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
The Eideard Group LLC
✚
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NH | 158.1 M |
|
RG Financial LLC
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|
Perspective Wealth Advisors LLC
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|
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|
Primary Wealth Management LLC
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|
Hallett Investments LLC
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|
Strategic Wealth Management LLC
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TX | 157.8 M |
|
Waypoints Financial LLC
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|
FL | 157.7 M |
|
Outfitters Financial LLC
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|
ME | 157.7 M |
|
Georgia Wealth Partners LLC
✚
|
GA | 157.5 M |