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CRD 291155
LOS ANGELES, CA
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 |
|---|---|---|---|---|---|---|---|
| AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LP | Private Equity Fund | $23.4M | Apr 15, 2024 | 55 | Sep 6, 2019 | reported | 021-347959 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DOWNES, NATHANIEL, STEVEN | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2022 | Sep 26, 2022 | Apr 15, 2024 |
| GERST, CATHERINE, ANNE | Trustee | F | yes | 03/2005 | Dec 11, 2017 | Apr 15, 2024 |
| GERST, CATHERINE, ANNE | Trustee | Na | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| GERST, DANIEL, COLTON | Trustee | F | yes | 03/2005 | Dec 11, 2017 | Apr 15, 2024 |
| JONES TASLITZ TRUST | Member | C | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| JONES, RUTH, ANNE | Trustee | F | yes | 10/1998 | Dec 11, 2017 | Apr 15, 2024 |
| SATZ, GREG, ROBERT | Trustee | Na | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| SATZ, GREG, ROBERT | Trustee | F | yes | 04/1993 | Dec 11, 2017 | Apr 15, 2024 |
| SATZ, HILARY, NMN | Trustee | F | yes | 04/1993 | Dec 11, 2017 | Apr 15, 2024 |
| TASLITZ, ERIC, H. | Trustee | Na | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| TASLITZ, ERIC, H. | Trustee | F | yes | 10/1998 | Dec 11, 2017 | Apr 15, 2024 |
| THE EVANS FAMILY TRUST | Member | C | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| THE GERST FAMILY TRUST | Member | C | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| THE SATZ 1993 TRUST | Member | C | yes | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| GERST, DANIEL, COLTON | Trustee | Na | no | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| JONES, RUTH, ANNE | Trustee | Na | no | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| SATZ, HILARY, NMN | Trustee | Na | no | 11/2017 | Dec 11, 2017 | Apr 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AVITAS CAPITAL MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 26, 2024 | $996M | $996M | 12 | 12 | 0 | 1 | $23.4M |
| 2022 | Mar 24, 2023 | $854M | $854M | 12 | 12 | 0 | 1 | $23.3M |
| 2021 | Mar 31, 2022 | $1.0B | $1.0B | 13 | 12 | 0 | 1 | $35.9M |
| 2020 | Mar 31, 2021 | $897M | $897M | 13 | 11 | 0 | 1 | $31.3M |
| 2019 | Mar 30, 2020 | $772M | $772M | 11 | 11 | 0 | 1 | $0 |
| 2018 | Mar 28, 2019 | $642M | $642M | 10 | 10 | 0 | n/a | n/a |
| 2017 | Mar 23, 2018 | $762M | $640M | 9 | 7 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $996M | $854M | 16.7% | $897M | 3.6% | 12 | 12 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| Lido | 11 | Jan 23, 2025 | Jan 5, 2026 | LOS ANGELES, CA | Firm absorbed | RIA to RIA | 100.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PKS ADVISORY SERVICES, LLC | 3 | Dec 31, 2017 | Dec 18, 2017 | LOS ANGELES, CA | Team lift out | Other | 14.3% |
| UBS FINANCIAL SERVICES INC. | 3 | Dec 10, 2017 | Nov 9, 2018 | LOS ANGELES, CA | Team lift out | Wirehouse to new firm | 0.0% |