Avivar Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Avivar Capital assists foundations, banks, and other institutional investors in designing and implementing impact investing strategies. Avivar offers services ranging from strategy design and implementation to evaluation and review. Avivar also provides impact investing advisory services, which involve documenting, monitoring, and preparing reports on individual impact investments or portfolios. Finally, Avivar offers impact investing training and coaching services.

Assets Under Management$290M
Clients22
Advisors10
Avg. per Client$13M
Avg. per Advisor$29M

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

10 Advisors at this firm