Lavien Advisors LLC

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Assets, Funds, Holdings

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Lavien Advisors LLC
CRD #292378
SEC #801-113078
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone212-418-1700
Address4919 State Route 52
Jeffersonville, NY 12748
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
3002401801206002009201420192025
Type Form D Funds Date Sold AUM
PE Lavien TV Partners LLC 2022-03-31 20.6 M
PE Lavien Offshore Distribution Holdings LLC 2021-03-31 214.5 M
PE Lavien Offshore Select Distribution Holdings LLC 2021-03-31 4.7 M
HF Lavien Advisors LLC 2018-03-30 11.2 M
PE Lavien Distribution Holdings LLC 2018-03-30 0.5 M
HF Lavien Partners LP [2018-03-30] 16.9 M 28.8 M
Filed 2020-07-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Lavien Private Capital LLC 2018-03-30 1.8 M
AUM Breakdown Accounts AUM ($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 6 270.8
(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 6 270.8
By Discretionary
Discretionary 6 270.8
Non-Discretionary 0 0.0
Total 6 270.8
By Non-United States Persons
Non-United States Persons 239.8
United States Persons 31.1
Total 6 270.8
Form D Directors Role # Filings # Firms 2011 - 2026
Michael Huber Executive Officer 4 2
Lavien Advisors LLC Promoter 1 1
Lavien GP LLC Executive Officer 1 1
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund, Private Equity
Related Firms State AUM
Lavien Advisors LLC
NY
Quadrangle Group LLC
NY
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