Investment adviser · CRD 291155

AVITAS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Apr 15, 2024

Regulatory AUM
$996M
Form ADV · Item 5.F
Client accounts
714
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
12
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
High-net-worth individuals178$896,102,39089.9%
Corporations & businesses7$60,990,3776.1%
Pooled investment vehicles1$23,432,8232.4%
Individuals52$13,079,2291.3%
Retirement plansFewer than 5$1,853,0270.2%
CharitiesFewer than 5$882,8480.1%
Filing source

Form ADV 1866142 · Apr 15, 2024 · 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

1 Private fund

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

AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LPPrivate Equity Fund · Last reported Apr 15, 2024$23.4MGross asset value
Fund administrator ICAPITAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-6254949358
Reported beneficial owners
55
Minimum commitment
$250K
Form D file number
021-347959

Form ADV 1866142 · Apr 15, 2024 · 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: Apr 15, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

1901 AVENUE OF THE STARS, SUITE 1901
LOS ANGELES, CA, 90067, United States

CRD 291155

Filing source

Form ADV 1866142 · Apr 15, 2024 · 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.