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AVATAR CAPITAL MANAGEMENT LLC

SEATTLE, WA · CRD 330793 · IAPD ↗ · avatarfinancial.com · 206-508-6139

$279.6MRegulatory AUM
3Advisory reps
3Employees
2Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — AVATAR CAPITAL MANAGEMENT LLC reported RAUM up 52% ($184.3M -> $279.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — AVATAR CAPITAL MANAGEMENT LLC now reports 1 private fund(s) ($184.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
August 2024 — AVATAR CAPITAL MANAGEMENT LLC (SEATTLE, WA) is newly SEC-registered with $162.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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