DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

A•••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Irvine, CaliforniaCRD 172704SEC 801-80398website IAPD

Latest filing Apr 28, 2026

First filing on the tape Sep 22, 2014 · 23 filings

SEC status approved since Nov 5, 2014

RAUM

$3.7B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

103

35 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

23 filings and snapshots on the tape

RAUM$3.7B as of Apr 28, 2026

Mar 30, 2015$503M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 28, 2026

Mar 30, 20150 then

Employees (5.A)103 as of Apr 28, 2026

Mar 30, 201551 then

Private funds10 as of Apr 28, 2026

Mar 30, 20152 then

RAUM +3.1% over the last fiscal year+1.0% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 28, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $288MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: +3.1%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: yesreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$3.7B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 13reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

12 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
A•••••• A••••••••• H•••••• I•• L••	Real Estate Fund	$1.2B	37	Mar 30, 2020
A•••••• A••••••••• H•••••• R••••••••• F•••• L•••	Real Estate Fund	$1.0B	21	Mar 31, 2022
A•••••• A••••••••• H•••••• I••• L••	Real Estate Fund	$692M	21	Mar 31, 2017
A•••••• A••••••••• H•••••• I•• L••no longer reported	Real Estate Fund	$495M	17	Sep 22, 2014
A•••••• A••••••••• H•••••• R••••••••• P••••••• F•••• L•••	Real Estate Fund	$419M	6	Mar 31, 2022
A•••••• A••••••••• H•••••• I• L••no longer reported	Real Estate Fund	$335M	4	Sep 22, 2014
A•••••• A••••••••• H•••••• I••• S••• •••••••••	Real Estate Fund	$236M	3	Mar 31, 2021
A•••••• A• I• C•••••••• 1• L•••	Real Estate Fund	$88.0M	2	Mar 31, 2023
A•••••• A••••••••• H•••••• I••• S••• •••••••••	Real Estate Fund	$84.1M	2	Mar 31, 2021
A•••••• I•• N• C••••••••• F•••• L••	Real Estate Fund	$64.7M	2	Mar 28, 2018
A•••••• I• S••• C••••••••• F•••• L••no longer reported	Real Estate Fund	$55.4M	1	Mar 31, 2017
A•••••• A••••••••• H•••••• P••••••• F••• I••• L••	Real Estate Fund	$43.1M	3	Mar 28, 2018

Owners and control persons

Schedule A and B, latest filing

C•••••• D••••• J••••• · Chairman And Chief Executive Officercontrol
since 06/2008 · owns less than 5%
S•••••••• J••• N•• · Chief Compliance Officercontrol
since 01/2021 · owns less than 5%
W•••••••• J•••• R•••••• · President, Chief Investment Officer, And Chief Operating Officercontrol
since 06/2012 · owns less than 5%
W•••••• R•••••• W••••• · Chief Financial Officercontrol
since 12/2018 · owns less than 5%
C•••••• D••••• J••••• · T••••••control
since 04/2019 · owns F of D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T••••
G••••• D•••••• S•••••• · T••••••control
since 08/2019 · owns F of D••••• S•••••• G•••• A• T•••••• O• T•• D• A•• S• G•••• R•••••••• T••••
H•••••••• J•••• S•••••• · T••••••control
since 06/2001 · owns F of J••• S•••••• H••••••• A• T•••••• O• T•• J•• H••••••• F••••• T••••
N•••• D••••••• C•••••• · T••••••control
since 01/2007 · owns F of D•••••• C•••••• N••• A• T•••••• O• T•• D•••••• A•• D•••• N••• F••••• T••••
S••••• G•••••••• L••••••• · T••••••control
since 06/2001 · owns F of G••••••• L••••••• S•••• A• T•••••• O• T•• S•••• R•••••••• T••••

Entity owners

A•••••• C•••••• H•••••••• L•• · Managing Member
direct · owns less than 5%
A•••••• C•••••••• I••• L•• · Non-Managing Member
direct · owns 25% to 50%
A•••••• C•••••••• V• L•• · Non-Managing Member
direct · owns 75% or more
A•••••• E••••••• C•••••••• I•• L•• · Non-Managing Member
direct · owns 50% to 75%
A•••••• H••••••• I•• L•• · Managing Member
direct · owns 50% to 75%
A•••••• I••••••• C•••••••• I•• L•• · Non-Managing Member
direct · owns 25% to 50%
A•••••• C•••••• H•••••••• L•• · Managing Member
indirect · owns F of A•••••• C•••••••• V• L••
A•••••• H••••••• I•• L•• · Managing Member
indirect · owns F of A•••••• C•••••••• I••• L••
A•••••• H••••••• I•• L•• · Managing Member
indirect · owns F of A•••••• I••••••• C•••••••• I•• L••
D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T•••• · Managing Member
indirect · owns 25% to 50% of A•••••• C•••••• H•••••••• L••
D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T•••• · Sole Member
indirect · owns 75% or more of D•• A•••••• H•••••••• L••
D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T•••• · Managing Member
indirect · owns 25% to 50% of A•••••• H••••••• I•• L••
D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T•••• · Non-Managing Member
indirect · owns 25% to 50% of A•••••• E••••••• C•••••••• I•• L••
D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T•••• · Non-Managing Member
indirect · owns 25% to 50% of A•••••• C•••••••• V• L••
D•• A•••••• H•••••••• L•• · Managing Member
indirect · owns F of A•••••• E••••••• C•••••••• I•• L••
D••••• S•••••• G•••• A• T•••••• O• T•• D• A•• S• G•••• R•••••••• T•••• · Sole Member
indirect · owns 75% or more of G•••• M••••••••• L••
D••••• S•••••• G•••• A• T•••••• O• T•• D• A•• S• G•••• R•••••••• T•••• · Limited Partner
indirect · owns 75% or more of G•••• H•••••••• L•
D•••••• C•••••• N••• A• T•••••• O• T•• D•••••• A•• D•••• N••• F••••• T•••• · Managing Member
indirect · owns 25% to 50% of P•••••• L••• • I••••••••• C••••••
G••••••• L••••••• S•••• A• T•••••• O• T•• S•••• R•••••••• T•••• · Partner
indirect · owns 25% to 50% of S•• M••••••
G•••• H•••••••• L• · Managing Member
indirect · owns 25% to 50% of P•••••• L••• • I••••••••• C••••••

Related persons

Schedule D 7.A

A•••••• A• I• C•••••••• G•• L••
pooled vehicle sponsory
A•••••• A• M• I••• L••
pooled vehicle sponsory
A•••••• A• M• I•• L••
pooled vehicle sponsory
A•••••• A• R••••••••• G•• L••
pooled vehicle sponsory
A•••••• I•• N• C••••••••• F••• M•• L••
pooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

Alexandria, VA1 employees

What changed

consecutive filings, newest first

Accounts · 12 to 13
May 7, 2025 to Mar 30, 2026
Advisory employees · 41 to 35
May 7, 2025 to Mar 30, 2026
Pooled vehicle clients · 12 to 13
May 7, 2025 to Mar 30, 2026
Employees · 98 to 103
May 7, 2025 to Mar 30, 2026
Private funds · 9 to 10
May 7, 2025 to Mar 30, 2026
Discretionary RAUM · $3.6B to $3.7B
May 7, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $3.6B to $3.7B
May 7, 2025 to Mar 30, 2026
RAUM · $3.6B to $3.7B
May 7, 2025 to Mar 30, 2026
Financial planning clients · unset to
Mar 26, 2025 to May 7, 2025
Accounts · 11 to 12
Feb 28, 2025 to Mar 26, 2025
Advisory employees · 35 to 41
Feb 28, 2025 to Mar 26, 2025
Pooled vehicle clients · 11 to 12
Feb 28, 2025 to Mar 26, 2025
Employees · 121 to 98
Feb 28, 2025 to Mar 26, 2025
Discretionary RAUM · $3.8B to $3.6B
Feb 28, 2025 to Mar 26, 2025
Pooled vehicle RAUM · $3.8B to $3.6B
Feb 28, 2025 to Mar 26, 2025
RAUM · $3.8B to $3.6B
Feb 28, 2025 to Mar 26, 2025
Advisory employees · 38 to 35
Mar 31, 2023 to Mar 28, 2024
Employees · 116 to 121
Mar 31, 2023 to Mar 28, 2024
Financial planning clients · 0 to unset
Mar 31, 2023 to Mar 28, 2024
Discretionary RAUM · $3.6B to $3.8B
Mar 31, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $3.6B to $3.8B
Mar 31, 2023 to Mar 28, 2024
RAUM · $3.6B to $3.8B
Mar 31, 2023 to Mar 28, 2024
Accounts · 10 to 11
May 5, 2022 to Mar 31, 2023
Advisory employees · 19 to 38
May 5, 2022 to Mar 31, 2023
Pooled vehicle clients · 10 to 11
May 5, 2022 to Mar 31, 2023
Employees · 114 to 116
May 5, 2022 to Mar 31, 2023
Private funds · 8 to 9
May 5, 2022 to Mar 31, 2023
Discretionary RAUM · $2.9B to $3.6B
May 5, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $2.9B to $3.6B
May 5, 2022 to Mar 31, 2023
RAUM · $2.9B to $3.6B
May 5, 2022 to Mar 31, 2023
Accounts · 12 to 10
Mar 31, 2021 to Mar 31, 2022
Advisory employees · 23 to 19
Mar 31, 2021 to Mar 31, 2022
Pooled vehicle clients · 12 to 10
Mar 31, 2021 to Mar 31, 2022
Employees · 82 to 114
Mar 31, 2021 to Mar 31, 2022
Private funds · 9 to 8
Mar 31, 2021 to Mar 31, 2022
Discretionary RAUM · $2.3B to $2.9B
Mar 31, 2021 to Mar 31, 2022
Non-discretionary RAUM · $335M to $0
Mar 31, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $2.6B to $2.9B
Mar 31, 2021 to Mar 31, 2022
RAUM · $2.6B to $2.9B
Mar 31, 2021 to Mar 31, 2022
Accounts · 8 to 12
Feb 17, 2021 to Mar 31, 2021

Signals

12 dated events

Lawrence Geoffrey Stack (Trustee) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Mar 31, 2023 · Control person joined · fact
Sampson Donald Grant (Trustee) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Mar 31, 2023 · Control person joined · fact
Cameron Douglas Neff (Trustee) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Mar 31, 2023 · Control person joined · fact
Wesley Robert Wilson (Chief Financial Officer) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Mar 31, 2022 · Control person joined · fact
A•••••• C•••••• M••••••••• L•• reported RAUM $2.6B, up 28% from $2.1B (2021-02-17 to 2021-03-31)
Mar 31, 2021 · RAUM change · derived
Wesley Robert Wilson (Chief Financial Officer / Chief Compliance Officer) no longer on Schedule A of A•••••• C•••••• M••••••••• L•• (listed 2020-03-30, absent 2021-02-17)
Feb 17, 2021 · Control person left · inference
A•••••• C•••••• M••••••••• L•• reported RAUM $2.1B, up 29% from $1.6B (2019-06-27 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
Ronald Juskiewicz (Partner, Cco) no longer on Schedule A of A•••••• C•••••• M••••••••• L•• (listed 2019-03-22, absent 2019-06-27)
Jun 27, 2019 · Control person left · inference
M•••• C•••••• L•••••• (Chief Operating Officer) no longer on Schedule A of A•••••• C•••••• M••••••••• L•• (listed 2019-03-22, absent 2019-06-27)
Jun 27, 2019 · Control person left · inference
Wesley Robert Wilson (Chief Financial Officer) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Mar 22, 2019 · Control person joined · fact
A•••••• C•••••• M••••••••• L•• reported RAUM $1.4B, up 42% from $992.2M (2017-06-14 to 2018-03-28)
Mar 28, 2018 · RAUM change · derived
A•••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Sep 22, 2014 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/avanath-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
Website: A••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
Principal office phone: 949-269-4700reportedpublic record, Form ADV, Apr 28, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

A•••••• C•••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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