SourcingSourcing

AVATAR CAPITAL MANAGEMENT LLC

C45
CRD 330793·SEC 801-130825·SEATTLE, WA
AUM
$279.6M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$839K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVATAR CAPITAL MANAGEMENT LLC
CRD
330793
SEC file #
801-130825
EIN
854377501
DBA names
—

Economics

AUM
$279.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$184.3M → $279.6M▲ +52%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMCommissionsPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
avatarfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAZELRIGG, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
HAZELRIGG, THOMAS
Joseph, Edmonds, Willy
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AVATARFINANCIAL.COM
Rdap Domain Creation Date
2002-12-22T01:01:18Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001840993
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2021-01-19
Edgar Last Filing Date
2026-04-30
Edgar Form D Count
3
Edgar Form D Offerings
2026-04-302026-04-30 · 0001840993-26-000001
2025-05-162025-05-16 · 0001840993-25-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5464
Soi Zip Pct 200k Plus
0.2457
Soi Zip Returns 200k Plus
5,270
Soi Zip Total AGI
3,889,182
Fdic Zip Total Deposits
23,532,450,000
Fdic Zip Branch Count
368
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
1200 WESTLAKE AVE N STE 1006SEATTLE, WA 98109
Business
1200 WESTLAKE AVE N STE 1006SEATTLE, WA 98109
Edgar EIN
854377501
Edgar Recent Filings
D/A2026-04-30 · 0001840993-26-000001
D/A2025-05-16 · 0001840993-25-000003
Fdic Zip Branches Raw
Key Bank of WashingtonSeattle, WA
Key Bank of WashingtonSeattle, WA
Fdic Zip HHI
939.31
Fdic Zip Top Bank Share Pct
20.29
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-22T01:01:18Z
Rdap Domain Last Changed
2025-10-22T06:36:18Z
Rdap Nameservers
Annalise.ns.cloudflare.comGannon.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,038
Returns1,910
Stub 2
AGI97,335
Returns2,530
Stub 3
AGI175,360
Returns2,820
Soi Zip Total Business Income
59,277
Soi Zip Total Cap Gains
367,296
Soi Zip Total Dividends
131,360
Soi Zip Total Returns
21,450
Top Owner CRD
2615729
Trust Company Affiliate
No

People (5)

5
HAZELRIGG, THOMAS
Direct Owner · 87.5%
2615729
Joseph, Edmonds, Willy
Direct Owner · 17.5%
8240871
JUMONVILLE, RYAN, DANIEL
Direct Owner · 17.5%
2860522
Cronin-Prather, Ryan
Executive Officer · 2.5%
7944952
ZEVENBERGEN, JERRY
Executive Officer · 2.5%
2608953