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Building 2AVOCET CAPITAL MANAGEMENT LLC

Map pinNORTHBROOK, IL
Phone312-925-0152
NotebookSEC #801-124866
Total AUM
$157.8M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1363 SHERMER ROAD
SUITE 200
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
312-925-0152
Other Offices
2

ReceiptFinancials

Total AUM
$157.8M
Accounts
194
Discretionary
$150.6M
Accounts
172
Non-Discretionary
$7.1M
Accounts
22

ContactClients

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Individual Clients
3
AUM
$1.5M
HNW Individual Clients
37
AUM
$156.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSOLIDATED BALANCE SHEET REPORTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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