Avocet Capital Management LLC
Avocet Capital Management LLC (CRD# 156261) is a financial advisory firm headquartered in Northbrook, IL. They manage $115,743,368 in 159 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Avocet Capital Management LLC
By the Numbers
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Total Assets Under Management116MILLION
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Total Number of Accounts159ACCOUNTS
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Average Account Value$727,946
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Avocet Capital Management LLC
1
Alan Loewy (CRD# 4960252) is an Investment Advisor Representative working at Avocet Capital Management LLC in Deerfield, IL and has over 12 years of experience in the finance industry.
Avocet Capital, an independent advisor, is a multi-family investment office anchored by families with established wealth and supporting those with emerging wealth.
Based upon the practical experience of sophisticated investors, Avocet Capital manages money with a pragmatic approach.
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