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
1363 Shermer Road, Suite 200, Northbrook, IL 60062
https://www.avocetcapital.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Avocet Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Loewy, financial advisor Northbrook IL
Alan Loewy
CRD#: 4960252
1363 Shermer Road, Suite 200, Northbrook, IL 60062

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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