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AVIVAR CAPITAL, LLC

CRD 215516File 801-106549
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$362.1M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $362.1M
Clients
20
20 accounts
Employees
15

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Sep 1, 2015
Principal office
Not reported
Phone
818-681-6833

Assets & accounts

ADV Item 5F
Total regulatory AUM
$362.1M
Discretionary AUM
$0
Non-discretionary AUM
$362.1M
Discretionary accounts
0
Non-discretionary accounts
20
Total accounts
20
AUM per client
$18.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations20$362.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.