AUMdb

Gavilan Investment Partners Llc

SEC-registered Investment Adviser · Small ($100M–$1B) CRD 311134 · SEC file 801-125898 · Burlingame, CA · www.gavilanpartners.com
☆ Save with Pro ADV data as of May 12, 2026
Regulatory AUM
$515M
Discretionary
$515M
Clients
2
Avg AUM / client
$257M
Accounts
2
Employees
2

AUM over time

$48.3M $515M
May 2022 May 2026

Annual snapshots from Form ADV filings · as of May 12, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $66.8M 13.0%
Sovereign wealth funds and foreign official institutions 1 $448M 87.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $62.2M combined gross assets

FundTypeDomicileGross assetsOwners
Gavilan Partners Lp Hedge Fund Delaware $62.2M 15

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Chang, Louis, Albert Managing Partner, Chief Compliance Officer Jun 2020 (6y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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 (1, $62.2M gross assets)

FundTypeGross assetsMin. investmentOwners
Gavilan Partners Lp Hedge Fund $62.2M $1.0M 15

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/12/2026 1.18 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

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.

View current Form ADV (SEC/IAPD) ↗