GAVION, LLC
GAVION, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 167807). Regulatory assets under management: $218.1M.
Registration
- CRD: 167807
- SEC file number: 801-78065
- Type: Registered investment adviser
- Location: 6000 POPLAR AVENUE, SUITE 325, MEMPHIS, TN, 38119
- Phone: 800-969-6891
- Latest filing: 2019-07-16
- Regulatory AUM: $218.1M
- Discretionary AUM: $218.1M
- Clients: 12
- Accounts: 13
Officers, owners & control persons (9)
| Name | Role | Location |
|---|
| JONES GRANT L | PRESIDENT | — |
| FORTAS MILES SLOCUM | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| LONGFIELD ROBERT ALAN | CHIEF EXECUTIVE OFFICER | — |
| WILLIAMS MICHAEL WAYNE | SENIOR CONSULTANT | — |
| GANIER JAMES HAYGOOD | DIRECTOR | — |
| JANECEK IAN M | SENIOR CONSULTANT | — |
| PERDZOCK MICHAEL EDWARD | SENIOR CONSULTANT | — |
| FOLEY KEVIN T | OWNER | — |
| ALLISON ROBERT CECIL | DIRECTOR | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| INTERSECTION IMPACT FUND I, LLC | Other Private Fund | — | 1 | — | $1.0M |
Fund service providers (1)
- administrator: TRIDENT FUND SERVICES, INC.
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