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•••• R••• E••••• C••••••
Asset manager (funds and pooled vehicles)Corte Madera, CaliforniaCRD 325431SEC 801-133966websiteIAPD
Legal name A•••• R• C••••••• L••
Latest filing May 13, 2026
First filing on the tape Jul 9, 2025 · 3 filings
SEC status approved since Jul 25, 2025
RAUM
$341M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
47
24 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
5
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$341M as of May 13, 2026
Jul 9, 2025$227M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Jul 9, 20250 then
Employees (5.A)47 as of May 13, 2026
Jul 9, 202547 then
Private funds5 as of May 13, 2026
Jul 9, 20253 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 13, 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
- $68.2MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$341M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0derived
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
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• A••••••• G••• · Chief Executive Officercontrolsince 11/2021 · owns less than 5%
- F•••••••• P••••••• D•••• · Chief Financial Officercontrolsince 11/2022 · owns less than 5%
- V•• G•••••• K••••• J•••• · Chief Compliance Officercontrolsince 07/2024 · owns less than 5%
- V••••••• O••••• D•••• · Chief Operating Officercontrolsince 11/2022 · owns less than 5%
Entity owners
- E•••••••• B••••••• T••••••••• · Managingdirect · owns 75% or more
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $337M to $341MMar 25, 2026 to May 13, 2026
- Pooled vehicle RAUM · $337M to $341MMar 25, 2026 to May 13, 2026
- RAUM · $337M to $341MMar 25, 2026 to May 13, 2026
- Accounts · 3 to 5Jul 9, 2025 to Mar 25, 2026
- Advisory employees · 20 to 24Jul 9, 2025 to Mar 25, 2026
- BD registered reps · 5 to 2Jul 9, 2025 to Mar 25, 2026
- Pooled vehicle clients · 3 to 5Jul 9, 2025 to Mar 25, 2026
- Other offices · 2 to 3Jul 9, 2025 to Mar 25, 2026
- Private funds · 3 to 5Jul 9, 2025 to Mar 25, 2026
- Discretionary RAUM · $227M to $337MJul 9, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $227M to $337MJul 9, 2025 to Mar 25, 2026
- RAUM · $227M to $337MJul 9, 2025 to Mar 25, 2026
Signals
1 dated events
- A•••• R••• E••••• C•••••• reported RAUM $336.7M, up 49% from $226.7M (2025-07-09 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- A•••• R••• E••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- A•••• R••• E••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/avila-real-estate-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 415-561-0600reportedpublic record, Form ADV, May 13, 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