Adviser Profile

As of Date 04/27/2024
Registration status Registration Changed to CAVAN CAPITAL MANAGEMENT LLC
ADV Location OAK BROOK TERRACE, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 14,705,549 15%
of that, discretionary 14,705,549 15%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 980,370 15%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

200M 171M 143M 114M 86M 57M 29M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SANDER CAPITAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM210.0m #Funds-
Adviser BALLAST CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund27.7m Total Private Fund GAV27.7m AUM328.7m #Funds3
Adviser CAPITAL VIEW WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM128.8m #Funds-
Adviser ALVARIUM INVESTMENT MANAGERS (US), LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM131.1m #Funds-
Adviser AXIA ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM71.1m #Funds-
Adviser FORTIGENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.5b #Funds-
Adviser ORCAM FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM238.9m #Funds-
Adviser BP CAPITAL FUND ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM20.0m #Funds-
Adviser FLEISHER, MARTIN Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM180.1m #Funds-
Adviser HEDGES ASSET MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM178.0m #Funds-