AVIVAR CAPITAL, LLC
Latest filing: Mar 31, 2025 (85 days ago)
AUM
$513,779,228
16% change vs. 1 year ago
20% change vs. 3 years ago
131% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
16
-16% change vs. 1 year ago
7% change vs. 3 years ago
60% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NORTH HOLLYWOOD, CA
5250 LANKERSHIM BLVD., NORTH HOLLYWOOD, CA, UNITED STATES, 91601
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.5 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.5 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 30% | $0.2 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 70% | $0.4 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JAVIER HERNANDEZ | NORTH HOLLYWOOD | CA | S63|2016-08-22|S65|2021-12-30 | ||||||
| SU CHUEN FOO | NORTH HOLLYWOOD | CA | S65|2024-01-22 | ||||||
| NICOLAS RUBIO RUBIO | NORTH HOLLYWOOD | CA | CHARTERED FINANCIAL ANALYST | ||||||
| TINA CASTRO | NORTH HOLLYWOOD | CA | S63|2001-01-29|S66|2005-10-28 | CHARTERED FINANCIAL ANALYST | |||||
| KEVIN WILEY II | NORTH HOLLYWOOD | CA | S65|2023-12-09 | ||||||
| JAMES NICHOLS | NORTH HOLLYWOOD | CA | S65|2019-08-09 | ||||||
| MATHEW RHO | NORTH HOLLYWOOD | CA | S65|2023-01-10 | ||||||
| ELISABETH RICHTER | NORTH HOLLYWOOD | CA | S65|2015-12-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 16% | 19 | -3 | -16% |
| 2023-04-04 | $0.4 | $0.1 | 16% | 21 | -5 | -24% |
| 2022-04-01 | $0.4 | $0.1 | 20% | 15 | 1 | 7% |
| 2021-04-05 | $0.5 | $0.1 | 14% | 9 | 7 | 78% |
| 2020-04-01 | $0.2 | $0.3 | 131% | 10 | 6 | 60% |
| 2019-04-01 | $0.2 | $0.3 | 125% | 7 | 9 | 129% |
| 2018-04-02 | $0.2 | $0.4 | 235% | 8 | 8 | 100% |
| 2017-04-01 | $0.1 | $0.4 | 245% | 4 | 12 | 300% |
| 2016-04-01 | $0.1 | $0.4 | 414% | 5 | 11 | 220% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/01/2015, GA-10/18/2023, NE-03/26/2021, NM-08/06/2024, NY-10/18/2023, OH-10/18/2023, TX-03/26/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV