This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$130MItem 5.F on the latest filing (2019-09-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$130M

Private client RAUM

$130MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

22

Advisory employees

19

Offices

9Schedule D 1.F, beyond the principal office

Accounts

630

Individual clients

612

High net worth clients

17

SEC number

801-113824

CRD

298064

Filings on the tape

10

First filed

Jul 13, 2018

Latest filed

Sep 23, 2019

Organised

Limited Liability Company, Delaware

• Occurred

  Sep 23, 2019
  Control person left

  David Mark Coffey (Manager) no longer on Schedule A of Avenir Private Advisors, Llc (listed 2019-02-08, absent 2019-09-23)

  Form ADVobserved 5 days ago
• Occurred

  Sep 23, 2019
  Control person joined

  Peter Justin Lowe (Manager, Chief Compliance Officer) appeared on Schedule A of Avenir Private Advisors, Llc

  Form ADVobserved 5 days ago
• Occurred

  Jul 13, 2018
  First Form ADV filing

  Avenir Private Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f24f9cc6-6e85-78f7-0f7f-afa617bb3ad8

First observed

Jul 13, 2018

Last observed

Sep 23, 2019 85 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.