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CRD 310749
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AVANCE INVESTMENT PARTNERS, L.P. | Private Equity Fund | $1.0B | Aug 7, 2024 | 45 | Mar 23, 2021 | reported | 021-392468 |
| AVANCE UNIVISTA CO-INVESTORS, LLC | Private Equity Fund | $146M | Aug 7, 2024 | 15 | Mar 31, 2022 | reported | 021-404887 |
| AVANCE SYNERGY INFRASTRUCTURE CO-INVESTORS, LLC | Private Equity Fund | $98.9M | Aug 7, 2024 | 4 | Mar 31, 2023 | reported | 021-453452 |
| AVANCE JDI ANTARCTICA CO-INVESTORS, LLC | Private Equity Fund | $56.7M | Aug 7, 2024 | 6 | Mar 28, 2024 | reported | 021-499356 |
| AVANCE INVESTMENT PARTNERS AIV, L.P. | Private Equity Fund | $40.1M | Aug 7, 2024 | 11 | Sep 8, 2021 | reported | n/a |
| AVANCE CLEVERTECH CO-INVESTORS, LLC | Private Equity Fund | $16.5M | Aug 7, 2024 | 4 | Mar 28, 2024 | reported | 021-479579 |
| AVANCE CLEVERTECH CO-INVESTORS FEEDER, LLC | Private Equity Fund | $8.7M | Aug 7, 2024 | 10 | Mar 28, 2024 | reported | 021-479579 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AVANCE MANAGER, LLC | Manager | Na | yes | 05/2020 | Oct 22, 2020 | Aug 7, 2024 |
| JONES, ROHAN, GODRICK | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 08/2021 | Sep 8, 2021 | Aug 7, 2024 |
| PEREZ TRUST OF 2012 | Member | A | yes | 03/2021 | Mar 23, 2021 | Aug 7, 2024 |
| PEREZ, DAVID, NMN | Owner | D | yes | 05/2020 | Oct 22, 2020 | Aug 7, 2024 |
| PEREZ, DAVID, NMN | INVESTMENT TRUSTEE | E | yes | 03/2021 | Oct 22, 2020 | Aug 7, 2024 |
| PEREZ, DAVID, NMN | CO-FOUNDER AND MANAGING MEMBER | C | yes | 05/2020 | Oct 22, 2020 | Aug 7, 2024 |
| ZALDIVAR, LUIS, NMN | Owner | D | yes | 05/2020 | Oct 22, 2020 | Aug 7, 2024 |
| ZALDIVAR, LUIS, NMN | CO-FOUNDER AND MANAGING MEMBER | D | yes | 05/2020 | Oct 22, 2020 | Aug 7, 2024 |
| CIVANTOS, JOHN, PAUL | Member | B | no | 05/2024 | Aug 7, 2024 | Aug 7, 2024 |
| DEVINCENTIS, MARK, ROBERT | Member | A | no | 05/2024 | Aug 7, 2024 | Aug 7, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AVANCE INVESTMENT PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CORAL GABLES | FL | United States | 8 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.6B | $2.6B | 25 | 23 | 1 | 11 | n/a |
| 2024 | Apr 15, 2025 | $1.7B | $1.7B | 22 | 20 | 1 | 9 | n/a |
| 2023 | Mar 28, 2024 | $1.4B | $1.4B | 22 | 20 | 1 | 7 | $1.4B |
| 2022 | Mar 31, 2023 | $1.3B | $1.3B | 20 | 18 | 1 | 4 | $1.3B |
| 2021 | Mar 31, 2022 | $1.1B | $1.1B | 15 | 15 | 0 | 3 | $1.1B |
| 2020 | Mar 23, 2021 | $425M | $425M | 8 | 8 | 0 | 1 | $425M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.6B | $1.7B | 58.4% | $1.3B | 25.4% | 25 | 22 | 1 | 1 |