SourcingSourcing

AVILA RE CAPITAL, LLC

C29
CRD 325431·SEC 801-133966·CORTE MADERA, CA
AUM
$336.7M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVILA RE CAPITAL, LLC
CRD
325431
SEC file #
801-133966
EIN
993408831
DBA names
Avila Real Estate Capital

Economics

AUM
$336.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$226.7M → $336.7M▲ +49%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
47
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'25'26
20 advisors → 24 advisors▲ +20%
Primary office
CORTE MADERA CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
avilacapllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EFFICIENT BUILDERS TECHNOLOGY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
EFFICIENT BUILDERS TECHNOLOGY
AVILA, ANTHONY, GENE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AVILACAPLLC.COM
Rdap Domain Creation Date
2021-09-28T22:22:02Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002029557
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-07-11
Edgar Last Filing Date
2024-07-11
Edgar Form D Count
1
Edgar Form D Offerings
2024-07-112024-07-11 · 0002029557-24-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5877
Soi Zip Pct 200k Plus
0.3848
Soi Zip Returns 200k Plus
1820
Soi Zip Total AGI
1,336,552
Fdic Zip Total Deposits
32,736,435,000
Fdic Zip Branch Count
195
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of Marin

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
770 TAMALPAIS DRIVESUITE 401BCORTE MADERA, CA 94295
Business
770 TAMALPAIS DRIVESUITE 401BCORTE MADERA, CA 94295
Edgar EIN
993408831
Edgar Recent Filings
D2024-07-11 · 0002029557-24-000001
Fdic Zip Branches Raw
Great Western Bank, A FSBCorte Madera, CA
World Savings and Loan Association, A Federal Savings and Loan AssociatiCorte Madera, CA
Fdic Zip HHI
1296.48
Fdic Zip Top Bank Share Pct
23.83
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-28T22:22:02Z
Rdap Domain Last Changed
2022-10-12T13:33:01Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI8,186
Returns770
Stub 2
AGI15,859
Returns430
Stub 3
AGI25,152
Returns400
Soi Zip Total Business Income
62,494
Soi Zip Total Cap Gains
195,852
Soi Zip Total Dividends
49,032
Soi Zip Total Returns
4,730
Trust Company Affiliate
No

People (4)

4
ANTHONY GENE AVILA
Executive Officer · 2.5%
2871741
Fichtner, Patrick, David
Executive Officer · 2.5%
7713644
KEVIN JAMES VAN GORDER
Executive Officer · 2.5%
5202236
VASQUEZ, OSCAR, DARIO
Executive Officer · 2.5%
6116776