Avance Investment Management, LLC
● SEC registered since 2020CRD 310749SEC# 801-119844New York, NY
Ranks #1,894 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.62B
Fund GAV
$2.62B
Private funds
11
Employees
25
Accounts
13
Location
New York, NY
Avance Investment Management, LLC assets under management
Avance Investment Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2020. It reports $2.6 billion in regulatory assets under management and employs 25 people. Avance Investment Management, LLC manages 11 private funds with combined gross assets of $2.6 billion, including Avance Investment Partners, L.P. By regulatory assets, it ranks 1,894 of 6,004 private fund managers.
Avance Investment Management, LLC private funds
11 funds · $2.62B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Avance Investment Partners, L.P. | Private Equity | $1.29B | $10M |
| Avance Investment Partners II, L.P. | Private Equity | $775.9M | $10M |
| Avance Synergy Infrastructure Co-Investors, LLC | Private Equity | $193.7M | $5M |
See all 11 funds — unlock the full record.
Join to unlock · $37/moAvance Investment Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avance Manager, LLC Control | Manager | Under 5% | 2020 |
| David Nmn Perez Control | Co-Founder / Managing Member / Investment Trustee Of Perez Trust Of 2012 | 25-50% | 2020 |
| Luis Nmn Zaldivar Control | Co-Founder And Managing Member | 25-50% | 2020 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Avance Investment Management, LLC manage?
Avance Investment Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Avance Investment Management, LLC manage?
Avance Investment Management, LLC manages 11 private funds with combined gross assets of $2.6 billion.
How many employees does Avance Investment Management, LLC have?
Avance Investment Management, LLC reports 25 employees.
Where is Avance Investment Management, LLC located?
Avance Investment Management, LLC is based in New York, NY and has been SEC-registered since 2020.
Does Avance Investment Management, LLC disclose fund performance?
Avance Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 650 Fifth Avenue, Suite 2220, New York, NY 10019 |
| Phone | (917) 693-9893 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.62B▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.62Bregulatory AUM
Discretionary $2.62B