Avance Investment Management, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 13
- Avg AUM / client
- $201M
- Accounts
- 13
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $2.6B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Avance Investment Partners, L.P. master | Private Equity Fund | Delaware | $1.0B | 45 |
| Avance Univista Co Investors, Llc | Private Equity Fund | Delaware | $146M | 15 |
| Avance Synergy Infrastructure Co Investors, Llc master | Private Equity Fund | Delaware | $98.9M | 4 |
| Avance Jdi Antarctica Co Investors, Llc | Private Equity Fund | Delaware | $56.7M | 6 |
| Avance Investment Partners Aiv, L.P. | Private Equity Fund | Delaware | $40.1M | 11 |
| Avance Clevertech Co Investors, Llc | Private Equity Fund | Delaware | $16.5M | 4 |
| Avance Clevertech Co Investors Feeder, Llc | Private Equity Fund | Delaware | $8.7M | 10 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Perez, David, Nmn | Co Founder And Managing Member | May 2020 (6y) | ≈ 0% – 3.75% via Avance Manager, Llc | |
| Zaldivar, Luis, Nmn | Co Founder And Managing Member | May 2020 (6y) | 50% – 75% | |
| Jones, Rohan, Godrick | Chief Financial Officer And Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Civantos, John, Paul | Member | May 2024 (2y) | 10% – 25% | |
| Devincentis, Mark, Robert | Member | May 2024 (2y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Perez Trust Of 2012 | Member | Mar 2021 | A | 5% – 10% |
| Avance Manager, Llc | Manager | May 2020 | A | Less than 5% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Perez, David, Nmn: 50% – 75% of Avance Manager, Llc × 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 (7, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Avance Investment Partners, L.P. | Private Equity Fund | $1.0B | $10.0M | 45 |
| Avance Univista Co Investors, Llc | Private Equity Fund | $146M | $150K | 15 |
| Avance Synergy Infrastructure Co Investors, Llc | Private Equity Fund | $98.9M | $5.0M | 4 |
| Avance Jdi Antarctica Co Investors, Llc | Private Equity Fund | $56.7M | $350K | 6 |
| Avance Investment Partners Aiv, L.P. | Private Equity Fund | $40.1M | $0 | 11 |
| Avance Clevertech Co Investors, Llc | Private Equity Fund | $16.5M | $1.0M | 4 |
| Avance Clevertech Co Investors Feeder, Llc | Private Equity Fund | $8.7M | $1.0M | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.17 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
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PORTFOLIO COMPANY MONITORING & OTHER PORTFOLIO COMPANY FEES FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗