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AVOCET CAPITAL MANAGEMENT LLC
CRD 156261 · SEC 801-124866
1363 SHERMER ROAD, SUITE 200, NORTHBROOK, IL, 60062, United States
Phone
312-925-0152
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.8M
Discretionary AUM
$150.6M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSOLIDATED BALANCE SHEET REPORTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.5M |
| High net worth individuals | 37 | $156.3M |
States served
IL, FL
All web addresses on file
Official SEC filing: View on IAPD