SF
SF

Su Foo

2 Years of Experience
Carlsbad, CA

Su Foo is a registered investment advisor at Avivar Capital, LLC, based in Carlsbad, CA, with 2 years of industry experience. Su operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Socially Responsible Investing. Their firm serves 22 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$290.4M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Carlsbad, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Su is a Venture Partner at Coyote Ventures, an early-stage venture capital fund investing in women's health and wellness companies. She spends a few hours per week conducting due diligence of companies.

Employment History
Current Registrations
Avivar Capital, LLC
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.