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PAVION BLUE CAPITAL, LLC
CRD 301968 · SEC 801-117170
23 CORPORATE PLAZA DR.,, SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
(213) 805-6698
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.7M
Discretionary AUM
$416.6M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.3M |
| High net worth individuals | 132 | $408.8M |
| Pension/profit sharing plans | 6 | $10.3M |
| Charitable organizations | 9 | $3.0M |
| Corporations/business entities | 7 | $18.1M |
States served
CA, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD