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PRAVATI CAPITAL LLC

CRD 300435File 801-121788
APPROVED
Custody
Filing as of Apr 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$173.7M
Bottom 25% of cohort (national)
Discretionary AUM
$173.7M
Clients
5
5 accounts
Employees
11
Below cohort median in AZ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Aug 5, 2021
Principal office
7154 EAST STETSON DRIVE, #210, SCOTTSDALE, AZ, 85251
Phone
844-772-8284

Assets & accounts

ADV Item 5F
Total regulatory AUM
$173.7M
Discretionary AUM
$173.7M
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$34.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles5$173.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

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

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
May 1, 2026Employees1211decreased by1
May 1, 2026AUM$161,044,112$173,681,628increased by$12,637,516
May 1, 2025
vs Oct 1, 2022
Employees1612decreased by4
May 1, 2025
vs Oct 1, 2022
DisclosuresYesNo
May 1, 2025
vs Oct 1, 2022
Clients65decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$199,147,319$161,044,112decreased by$38,103,207
May 1, 2025
vs Oct 1, 2022
Accounts65decreased by1
Apr 1, 2022Employees1716decreased by1
Apr 1, 2022AUM$198,603,000$199,147,319increased by$544,319
Sep 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRAVATI CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRAVATI CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.