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Avance Investment Management, LLC

● SEC registered since 2020CRD 310749SEC# 801-119844New York, NY
Export (members)
Ranks #2,101 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.65B
Fund GAV
$1.65B
Private funds
9
Employees
22
Accounts
11
Location
New York, NY

Avance Investment Management, LLC assets under management

Avance Investment Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2020. It reports $1.7 billion in regulatory assets under management and employs 22 people. Avance Investment Management, LLC manages 9 private funds with combined gross assets of $1.7 billion, including Avance Investment Partners, L.P. By regulatory assets, it ranks 2,101 of 5,911 private fund managers.

Avance Investment Management, LLC private funds

9 funds · $1.65B GAV
FundTypeGross assetsMin.
Avance Investment Partners, L.P.Private Equity$1.18B$10M
Avance Univista Co-Investors, LLCPrivate Equity$187.2M$150K
Avance Synergy Infrastructure Co-Investors, LLCPrivate Equity$142.2M$5M
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Avance Investment Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Avance Manager, LLC ControlManagerUnder 5%2020
David Nmn Perez ControlCo-Founder And Managing Member25-50%2020
Luis Nmn Zaldivar ControlCo-Founder And Managing Member25-50%2020
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Frequently asked questions

How much does Avance Investment Management, LLC manage?

Avance Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Avance Investment Management, LLC manage?

Avance Investment Management, LLC manages 9 private funds with combined gross assets of $1.7 billion.

How many employees does Avance Investment Management, LLC have?

Avance Investment Management, LLC reports 22 employees.

Where is Avance Investment Management, LLC located?

Avance Investment Management, LLC is based in New York, NY and has been SEC-registered since 2020.

Does Avance Investment Management, LLC disclose fund performance?

Avance Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 Fifth Avenue, Suite 2220, New York, NY 10019
Phone(917) 693-9893
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.65B
Non-discretionary$0
Total (RAUM)$1.65B

Service providers