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Avocet Capital Management LLC

● SEC registered since 2022CRD 156261SEC# 801-124866Northbrook, IL
Export (members)
Reg. AUM
$157.8M
Employees
2
Accounts
194
Location
Northbrook, IL

Avocet Capital Management LLC assets under management

Avocet Capital Management LLC is an investment advisory firm registered with the SEC based in Northbrook, IL. The firm has been registered since 2022. It reports $157.8 million in regulatory assets under management and employs 2 people.

Avocet Capital Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Alan Micah Loewy ControlManaging MemberOver 75%2011
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2011

Frequently asked questions

How much does Avocet Capital Management LLC manage?

Avocet Capital Management LLC reports $157.8 million in regulatory assets under management on its Form ADV.

How many employees does Avocet Capital Management LLC have?

Avocet Capital Management LLC reports 2 employees.

Where is Avocet Capital Management LLC located?

Avocet Capital Management LLC is based in Northbrook, IL and has been SEC-registered since 2022.

Does Avocet Capital Management LLC disclose fund performance?

Avocet Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1363 Shermer Road, Suite 200, Northbrook, IL 60062
Phone312-925-0152
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$157.8M▲ 21%
Feb '25 — $130.9MMar '25 — $130.9MApr '25 — $130.9MMay '25 — $130.9MJun '25 — $130.9MJul '25 — $130.9MAug '25 — $130.9MSep '25 — $130.9MOct '25 — $130.9MNov '25 — $130.9MDec '25 — $130.9MJan '26 — $130.9MFeb '26 — $130.9MMar '26 — $157.8MApr '26 — $157.8MMay '26 — $157.8MJun '26 — $157.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$157.8Mregulatory AUM
Discretionary $150.6MNon-discretionary $7.1M