Investment adviser · CRD 106791

AVANTI INVESTMENT ADVISORS, INC.

Investment adviser filing (IA)

WINTER PARK, FL, United States · Form ADV filed Mar 23, 2023

Regulatory AUM
$948M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$947,881,600100.0%
Filing source

Form ADV 1731708 · Mar 23, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

12 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AVANTI STRATEGIC LAND INVESTORS VI, L.L.L.P.Real Estate Fund · Last reported Mar 23, 2023$285MGross asset value
Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-3344797057
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-124429

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AVANTI STRATEGIC LAND INVESTORS VIII, L.L.L.P.Real Estate Fund · Last reported Mar 23, 2023$232MGross asset value

Form D fundraising filings

Avanti Strategic Land Investors VIII, L.L.L.P.

Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-7717304396
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-244101

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AVANTI STRATEGIC LAND INVESTORS V, L.L.L.P.Real Estate Fund · Last reported Mar 23, 2023$155MGross asset value
Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-4732196341
Reported beneficial owners
3
Minimum commitment
$1M

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AVANTI STRATEGIC LAND INVESTORS IX, L.L.L.P.Real Estate Fund · Last reported Mar 23, 2023$107MGross asset value

Form D fundraising filings

Avanti Strategic Land Investors IX, L.L.L.P.

Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-2984452656
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-305684

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AVANTI STRATEGIC LAND INVESTORS VII, L.L.L.P.Real Estate Fund · Last reported Mar 23, 2023$85.4MGross asset value

Form D fundraising filings

Avanti Strategic Land Investors VII, L.L.L.P.

Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-1804658527
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-179949

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AVANTI STRATEGIC LAND INVESTORS X, LLCReal Estate Fund · Last reported Mar 23, 2023$70.8MGross asset value

Form D fundraising filings

Avanti Strategic Land Investors X, LLC

Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Marketer INTE SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

CLIFTONLARSONALLEN LLP
PCAOB 655

INTE SECURITIES LLC
CRD 47107 · SEC 8-51667

Fund details & source
Fund ID
805-4328499323
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-402573

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AVANTI STRATEGIC LAND INVESTORS IV (PASSIVE), L.P.Real Estate Fund · Last reported Mar 23, 2023$13.2MGross asset value
Auditor CLIFTONLARSONALLEN LLP ORLANDO, Florida, United States
Custodian SUNTRUST BANKS, INC. ORLANDO, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLIFTONLARSONALLEN LLP
PCAOB 655

Fund details & source
Fund ID
805-9787573945
Reported beneficial owners
23
Minimum commitment
$1M

Form ADV 1731708 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2023. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

923 N. PENNSYLVANIA AVENUE
WINTER PARK, FL, 32789, United States

CRD 106791

Filing source

Form ADV 1731708 · Mar 23, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.