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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

AVP ADVISORS, LLC

CRD 154269

SHERMAN OAKS, CA

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Search this name across graphsid dfx:ria:eb655983-015c-69ca-8fb1-c890fe887a56

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 1
Observed: Mar 6, 2012 to Mar 31, 2017
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

AVP Advisors, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $86.6MItem 5.F on the latest filing (2017-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $86.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $82.2Mgross asset value as reported per fund; never fund size
Custody, client assets: $85.5M
SEC number: 801-71588
CRD: 154269
Filings on the tape: 14
First filed: Mar 6, 2012
Latest filed: Mar 31, 2017
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AMERICAN VALUE PARTNERS FUND I, LP	Private Equity Fund	$82.2M	Mar 31, 2017	9	Mar 6, 2012	reported	021-95310
AVP M STREET INVESTORS AND SUBSIDIARY	Private Equity Fund	$29.2M	Apr 30, 2015	1	Mar 6, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAMDEN INVESTMENT ONE, LLC	Member	C	yes	05/2006	Mar 6, 2012	Mar 31, 2017
CHASE, BARRY, AARON	MANAGING MEMBER, CEO	C	yes	05/2006	Mar 6, 2012	Mar 31, 2017
KO, AMY, HUI CHIH	MANAGING MEMBER/CFO/CHIEF COMPLIANCE OFFICER	B	yes	05/2006	Mar 6, 2012	Mar 31, 2017
THE RSZ TRUST	Member	E	yes	04/2006	Mar 6, 2012	Mar 31, 2017
ZIMAN, RICHARD, STEPHEN	Trustee	F	yes	06/1999	Mar 6, 2012	Mar 31, 2017
ZIMAN, RICHARD, STEPHEN	Member	D	yes	05/2006	Mar 6, 2012	Mar 31, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BELAY INVESTMENT GROUP, LLC	n/a	Institutional manager	$427M	Y	yes	n/a
AVP CAPITAL, LLC	n/a	n/a	n/a	Y	yes	n/a
BELAY CAPITAL II, LLC	n/a	n/a	n/a	Y	yes	n/a
BELAY II CO-INVEST, LLC	n/a	n/a	n/a	Y	yes	n/a
BELAY PARTNERSHIP VENTURES II, LP	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 31, 2017	$86.6M	$86.6M	4	2	n/a	1	$82.2M
2015	Mar 29, 2016	$118M	$118M	5	2	n/a	1	$115M
2014	Mar 30, 2015	$200M	$177M	8	4	n/a	2	$197M
2013	Mar 28, 2014	$213M	$186M	8	4	n/a	2	$206M
2012	Feb 22, 2013	$435M	$400M	9	4	n/a	2	$205M
2011	Mar 6, 2012	$435M	$400M	n/a	n/a	n/a	2	$181M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$86.6M	$118M	-26.4%	$213M	-25.9%	4	5	n/a	n/a

Relationships

Affiliated with (1)

→ BELAY INVESTMENT GROUP, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Advises (2)

→ AMERICAN VALUE PARTNERS FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 6, 2012 to presentfactForm ADV
→ AVP M STREET INVESTORS AND SUBSIDIARYPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 6, 2012 to Apr 30, 2015factForm ADV

Controls (5)

← ZIMAN, RICHARD, STEPHENOwnerTRUSTEE, ownership code F, individual
Mar 6, 2012 to presentfactForm ADV
← CHASE, BARRY, AARONOwnerMANAGING MEMBER, CEO, ownership code C, individual
Mar 6, 2012 to presentfactForm ADV
← KO, AMY, HUI CHIHOwnerMANAGING MEMBER/CFO/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 6, 2012 to presentfactForm ADV
← CAMDEN INVESTMENT ONE, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 6, 2012 to presentfactForm ADV
← THE RSZ TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 6, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb655983-015c-69ca-8fb1-c890fe887a56
First observed: Mar 6, 2012
Last observed: Mar 31, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVP ADVISORS, LLC

CRD 154269

SHERMAN OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb655983-015c-69ca-8fb1-c890fe887a56

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AMERICAN VALUE PARTNERS FUND I, LP

Private Equity Fund

$82.2M

Mar 31, 2017

Mar 6, 2012

reported

021-95310

AVP M STREET INVESTORS AND SUBSIDIARY

Private Equity Fund

$29.2M

Apr 30, 2015

Mar 6, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMDEN INVESTMENT ONE, LLC

Member

yes

05/2006

Mar 6, 2012

Mar 31, 2017

CHASE, BARRY, AARON

MANAGING MEMBER, CEO

yes

05/2006

Mar 6, 2012

Mar 31, 2017

KO, AMY, HUI CHIH

MANAGING MEMBER/CFO/CHIEF COMPLIANCE OFFICER

yes

05/2006

Mar 6, 2012

Mar 31, 2017

THE RSZ TRUST

Member

yes

04/2006

Mar 6, 2012

Mar 31, 2017

ZIMAN, RICHARD, STEPHEN

Trustee

yes

06/1999

Mar 6, 2012

Mar 31, 2017

ZIMAN, RICHARD, STEPHEN

Member

yes

05/2006

Mar 6, 2012

Mar 31, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BELAY INVESTMENT GROUP, LLC

n/a

Institutional manager

$427M

yes

n/a

AVP CAPITAL, LLC

n/a

yes

n/a

BELAY CAPITAL II, LLC

n/a

yes

n/a

BELAY II CO-INVEST, LLC

n/a

yes

n/a

BELAY PARTNERSHIP VENTURES II, LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 31, 2017

$86.6M

n/a

$82.2M

2015

Mar 29, 2016

$118M

n/a

$115M

2014

Mar 30, 2015

$200M

$177M

n/a

$197M

2013

Mar 28, 2014

$213M

$186M

n/a

$206M

2012

Feb 22, 2013

$435M

$400M

n/a

$205M

2011

Mar 6, 2012

$435M

$400M

n/a

$181M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$86.6M

$118M

-26.4%

$213M

-25.9%

n/a