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GAVILAN INVESTMENT PARTNERS LLC

BURLINGAME, CA · CRD 311134 · IAPD ↗ · gavilanpartners.com · 650-334-4990

$514.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — GAVILAN INVESTMENT PARTNERS LLC crossed $500M in regulatory AUM ($445.1M -> $514.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
November 2024 — GAVILAN INVESTMENT PARTNERS LLC reported RAUM up 27% ($350.0M -> $443.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — GAVILAN INVESTMENT PARTNERS LLC reported RAUM up 172% ($128.7M -> $350.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.