|
⚲
|
| Vavra Capital Management LLC
✚
|
|
|---|---|
| CRD # | 149307 |
| SEC # | 801-135663 |
| CIK # | 0002106605 |
| AUM | $104.8 M (2026-02-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-489-3018 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 13.4 |
| (b) Individuals (high net worth individuals) | 149 | 90.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 4 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 297 | 104.8 |
| By Discretionary | ||
| Discretionary | 297 | 104.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 297 | 104.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.8 | |
| Total | 297 | 104.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002106605] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Advisor Advocates LLC
✚
|
0.1 | |
|
MANA Financial Life Design LLC
✚
|
0.1 | |
|
Westpoint Wealth Management LLC
✚
|
OH | 0.1 |
|
Experience Your Wealth LLC
✚
|
0.1 | |
|
Compass Retirement LLC
✚
|
0.1 | |
|
Millstone Financial Group Limited Liability Company
✚
|
NJ | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
Prestige Wealth Management LLC
✚
|
CO | 0.1 |
|
Alamo Capital
✚
|
CA | 0.1 |
|
Navigation Wealth Management Inc
✚
|
CO | 0.1 |