$157.8M Total AUM
$150.6M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- PathwayFrontier optima
- Established Date
- 01-01-2011
- Office Locations
- 2
Office Locations
1363 Shermer Road Suite 200 Northbrook IL
-- Libertyvile IL
About Avocet Capital Management LLC
Avocet Capital Management is an independent, fiduciary multi-family investment office serving families with established and emerging wealth. The firm provides discretionary portfolio management with an objective, disciplined, conservative approach, emphasizing diversification, risk management, and attention to fees and trading costs. It publishes ongoing market commentary and, per public filings, custodies with Fidelity/NFS.
Team overview
-- AVG AGE
$78.9M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Premium access reveals conviction themes in peak summit.
Premium access reveals conviction themes in vertex oak.
Open the full profile to inspect shifts in signal zenith.
See the complete signal summary connected to value.
Unlock to compare peer behavior around quantum peak.
Premium access reveals conviction themes in capital delta.
Open the full profile to inspect shifts in north pioneer.
Open the full profile to inspect shifts in summit matrix.
Asset Classes
Frontier Summit Ember
Custodian
Frontier foundation Unison Radial
Investment Themes
Vector radial Harbor eagle Horizon foundation
Investment Vehicles
Pioneer element North
Platform
Crest capital
Services
Zenith focus Peak prime Fusion alpha Value Beacon matrix Beacon glacier
Technology
Frontier Legacy legacy
Owner & Executives
ALAN MICAH LOEWY
Founder, Managing Member
- CRD
- #4960252
- Ownership
- 75% or more
(354) 954-2125
insight.matrix@matrixcapital.com
in linkedin.com/in/catalyst-optima
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
(871) 689-4767
bridge.horizon@harborcapital.com
in linkedin.com/in/capital-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
S
SEAN PATRICK CONNOLLY
--
- CRD
- #5109902
(256) 418-8759
oak.vital@alphacapital.com
in linkedin.com/in/foundation-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,634,190 | $875,780 |
| Non-Discretionary | $7,140,583 | $324,572 |
| Total | $157,774,773 | $813,272 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $157,774,773
Public Funds:
31.8% Cash:
23.9% Equity - Exchange:
27.8% Corporate - Investment Grade:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,621,726,447 | 31.8% |
| Cash | $1,218,844,719 | 23.9% |
| Equity - Exchange | $1,417,735,699 | 27.8% |
| Corporate - Investment Grade | $841,461,835 | 16.5% |
| Total | $5,099,768,700 | 100.0% |