# AVANATH CAPITAL MANAGEMENT, LLC

AVANATH CAPITAL MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172704
- Type: SEC-registered investment adviser
- SEC file number: 801-80398
- Location: 4 PARK PLAZA, SUITE 1400, IRVINE, CA, 92614
- Phone: 949-269-4700
- Latest filing: 2026-04-28
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.7B
- Clients: 103
- Accounts: 13

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| [Jun Nmn Sakumoto](https://search.stillhousedata.com/person/692862) | CHIEF COMPLIANCE OFFICER | — |
| [Daryl Jerome Carter](https://search.stillhousedata.com/person/692863) | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| [John Raymond Williams](https://search.stillhousedata.com/person/692864) | PRESIDENT AND CHIEF OPERATING OFFICER; PRESIDENT AND COO; PRESIDENT, CHIEF INVESTMENT OFFICER, AND CHIEF OPERATING OFFICER | — |
| [Robert Wesley Wilson](https://search.stillhousedata.com/person/692865) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| [Geoffrey Lawrence Stack](https://search.stillhousedata.com/person/692866) | TRUSTEE | — |
| [John Stewart Hagestad](https://search.stillhousedata.com/person/692867) | TRUSTEE | — |
| [Douglas Cameron Neff](https://search.stillhousedata.com/person/692868) | TRUSTEE | — |
| [Donald Sampson Grant](https://search.stillhousedata.com/person/692869) | TRUSTEE | — |
| [CARTER PAUL JEROME](https://search.stillhousedata.com/person/735241) | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| [CARTER DARYL](https://search.stillhousedata.com/person/741212) | CHAIRMAN AND CEO; MANAGING MEMBER; NON-MANAGING MEMBER | — |
| [ABBEY DOUGLAS DIX](https://search.stillhousedata.com/person/759877) | NON-MANAGING MEMBER | — |
| [CARTER SCOTT J](https://search.stillhousedata.com/person/798077) | CHAIRMAN AND CEO; MANAGING MEMBER; NON-MANAGING MEMBER | — |
| [WILLIAMS TERRE R](https://search.stillhousedata.com/person/806594) | PRESIDENT AND CIO | — |
| [NEFF DOUGLAS CAMERON](https://search.stillhousedata.com/person/813274) | TRUSTEE | — |
| [SAKUMOTO JUN](https://search.stillhousedata.com/person/825131) | MANAGING PARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; PARTNER AND PORTFOLIO MANAGER | — |
| [JUSKIEWICZ RONALD](https://search.stillhousedata.com/person/825132) | PARTNER, CCO; PARTNER, CFO, CCO | — |
| [HAGESTAD JOHN STEWART](https://search.stillhousedata.com/person/825133) | NON-MANAGING MEMBER; TRUSTEE | — |
| [Longino Camille Marie](https://search.stillhousedata.com/person/843071) | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| [WILSON ROBERT WESLEY](https://search.stillhousedata.com/person/853993) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| [WILLIAMS THOMAS RAYMOND](https://search.stillhousedata.com/person/860233) | PRESIDENT, CHIEF INVESTMENT OFFICER, AND CHIEF OPERATING OFFICER | — |
| [SAKUMOTO JUN NMN](https://search.stillhousedata.com/person/869300) | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| [STACK GEOFFREY LAWRENCE](https://search.stillhousedata.com/person/875374) | TRUSTEE | — |
| [GRANT DONALD SAMPSON](https://search.stillhousedata.com/person/875375) | TRUSTEE | — |


## Private funds (10)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| AVANATH AFFORDABLE HOUSING RENAISSANCE FUND, L.P. | Real Estate Fund | Delaware | 41 | $1.1B | $5.0M |
| AVANATH AFFORDABLE HOUSING IV, LLC | Real Estate Fund | Delaware | 37 | $1.1B | $10.0M |
| AVANATH AFFORDABLE HOUSING III, LLC | Real Estate Fund | Delaware | 21 | $655.0M | $2.0M |
| AVANATH AFFORDABLE HOUSING RENAISSANCE PARALLEL FUND, L.P. | Real Estate Fund | Delaware | 5 | $375.9M | $5.0M |
| AVANATH AFFORDABLE HOUSING IV-A SCSP (LUXEMBOURG) | Real Estate Fund | Luxembourg | 3 | $206.9M | — |
| AVANATH AH IV CO-INVEST 1, L.P. | Real Estate Fund | Delaware | 2 | $81.6M | $50.0M |
| AVANATH AFFORDABLE HOUSING RENAISSANCE LUX FUND, SCSP (LUXEMBOURG) | Real Estate Fund | Luxembourg | 1 | $75.0M | $5.0M |
| AVANATH AFFORDABLE HOUSING IV-B SCSP (LUXEMBOURG) | Real Estate Fund | Luxembourg | 3 | $73.6M | — |
| AVANATH AFFORDABLE HOUSING PARALLEL FUND III, LLC | Real Estate Fund | Delaware | 3 | $42.4M | $20.0M |
| AVANATH III NY CO-INVESTMENT FUND, LLC | Real Estate Fund | Delaware | 2 | $35.2M | $50.0M |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALEXANDRIA | VA | 1 | 949-269-4700 |


## Fund service providers (3)

- custodian: AVANATH AFFORDABLE HOUSING FEEDER III, LLC
- custodian: AVANATH AFFORDABLE HOUSING FEEDER IV, LLC
- custodian: AVANATH AFFORDABLE HOUSING RENAISSANCE FEEDER FUND, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172704/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172704/similar
- Related entities: https://search.stillhousedata.com/firm/172704/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172704

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.