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PAVION BLUE CAPITAL, LLC
CRD 301968File 801-117170
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$443.7M
Below cohort median (national)
Discretionary AUM
$416.6M
Non-discretionary $27.1M
Clients
172
521 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 16, 2019
- Principal office
- 23 CORPORATE PLAZA DR.,, SUITE 150, NEWPORT BEACH, CA, 92660
- Phone
- (213) 805-6698
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $443.7M
- Discretionary AUM
- $416.6M
- Non-discretionary AUM
- $27.1M
- Discretionary accounts
- 496
- Non-discretionary accounts
- 25
- Total accounts
- 521
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $18.1M |
| Charitable organizations | 9 | $3.0M |
| High net worth individuals | 132 | $408.8M |
| Pension and profit sharing plans | 6 | $10.3M |
| Individuals (other than high net worth individuals) | 18 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.