AUMdb

Avanz Capital Management Llc

SEC-registered Investment Adviser CRD 167252 · SEC file 802-111668 · Miami, FL · WWW.AVANZCAPITAL.COM
☆ Save with Pro ADV data as of Jul 14, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$25.1M $70.4M
Dec 2013 Dec 2016

Annual snapshots from Form ADV filings · as of Jul 14, 2026

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $112M combined gross assets

FundTypeDomicileGross assetsOwners
Avanz Em Partnerships Fund Ii, Spc master Private Equity Fund Cayman Islands $70.9M 9
Avanz Em Partnerships Fund Spc master Private Equity Fund Cayman Islands $31.6M 4
Avanz Em Partnerships Fund Iii Spc master Private Equity Fund Cayman Islands $9.2M 2

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Wahba, Sadek, Magdi Shareholder Mar 2012 (14y) 25% – 50% of I Squared Capital (indirect)
Mackay, Judith, Pfeiffer Cco And Managing Director Jan 2014 (13y) Less than 5%
Assaad, Hany, No Middle Name Limited Partner, Chief Portfolio And Risk Officer Feb 2016 (11y) 10% – 25%
Celaya, Haydee, No Middle Name Limited Partner, Ceo, Cio, Chairperson Of The Board Feb 2016 (11y) 10% – 25%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
I Squared Capital Investments, Ltd. Limited Partner Feb 2016 A 50% – 75%
Avanz Capital Partners Ltd. General Partner Dec 2012 A Less than 5%
I Squared Capital Shareholder Jan 2016 B 75% or more of I Squared Capital Investment Ltd. (indirect)
I Squared Capital Investments Ltd. Shareholder Feb 2016 B ≈ 0% – 3.75% via Avanz Capital Partners Ltd.

Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • I Squared Capital Investments Ltd.: 50% – 75% of Avanz Capital Partners Ltd. × 0% – 5% direct ≈ 0% – 3.75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $112M gross assets)

FundTypeGross assetsMin. investmentOwners
Avanz Em Partnerships Fund Ii, Spc Private Equity Fund $70.9M $10.0M 9
Avanz Em Partnerships Fund Spc Private Equity Fund $31.6M $5.0M 4
Avanz Em Partnerships Fund Iii Spc Private Equity Fund $9.2M $5.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/14/2026 1.17 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.

View current Form ADV (SEC/IAPD) ↗