AVIVAR CAPITAL, LLC
C32
CRD 215516·SEC 801-106549
AUM
$362.1M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $228.0M
'21 · $222.5M
'22 · $451.0M
'23 · $428.8M
'25 · $290.4M
'26 · $362.1M
'20'26
$228.0M → $362.1M▲ +59%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 9 advisors
'23 · 15 advisors
'25 · 16 advisors
'26 · 13 advisors
'20'26
3 advisors → 13 advisors▲ +333%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.