AVANCE INVESTMENT MANAGEMENT, LLC

AVANCE INVESTMENT MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 310749). Regulatory assets under management: $2.6B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos.

Officers, owners & control persons (11)

NameRoleLocation
Scott Frances AndersonCO-FOUNDER, PARTNER; CO-FOUNDER, PARTNER, AND CHIEF COMPLIANCE OFFICERSEATTLE, WA
David Nmn PerezCO-FOUNDER AND MANAGING MEMBER; CO-FOUNDER / MANAGING MEMBER / INVESTMENT TRUSTEE OF PEREZ TRUST OF 2012; INVESTMENT TRUSTEE (+1 more)—
Luis Nmn ZaldivarCO-FOUNDER AND MANAGING MEMBER; OWNER—
Rohan Godrick JonesCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER—
Mark Robert DevincentisMEMBER—
John Paul CivantosMEMBER—
CIVANTOS JOHN PAULMEMBER—
PEREZ DAVID NMNCO-FOUNDER AND MANAGING MEMBER; CO-FOUNDER AND MANAGING PARTNER; INVESTMENT TRUSTEE (+1 more)—
ZALDIVAR LUIS NMNCO-FOUNDER AND MANAGING MEMBER; CO-FOUNDER AND MANAGING PARTNER; OWNER—
Jones Rohan GodrickCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER—
DEVINCENTIS MARK ROBERTMEMBER—

Private funds (11)

FundTypeFormedOwnersGross asset valueMin investment
AVANCE INVESTMENT PARTNERS, L.P.Private Equity FundDelaware45$1.3B$10.0M
AVANCE INVESTMENT PARTNERS II, L.P.Private Equity FundDelaware18$775.9M$10.0M
AVANCE SYNERGY INFRASTRUCTURE CO-INVESTORS, LLCPrivate Equity FundDelaware4$193.7M$5.0M
AVANCE INVESTMENT PARTNERS PARALLEL FUND II, L.P.Private Equity FundDelaware17$177.5M$10.0M
AVANCE INVESTMENT PARTNERS AIV, L.P.Private Equity FundDelaware11$70.4M—
AVANCE TROPICAL CO-INVESTORS, LLCPrivate Equity FundDelaware5$56.2M$5.0M
AVANCE TROPICAL CO-INVESTORS PARALLEL, LLCPrivate Equity FundDelaware2$23.0M$5.0M
AVANCE UNIVISTA CO-INVESTORS, LLCPrivate Equity FundDelaware15$20.6M$150K
AVANCE CLEVERTECH CO-INVESTORS, LLCPrivate Equity FundDelaware4$8.1M$1.0M
AVANCE CLEVERTECH CO-INVESTORS FEEDER, LLCPrivate Equity FundDelaware2$4.4M$1.0M
AVANCE JDI ANTARCTICA CO-INVESTORS, LLCPrivate Equity FundDelaware6$469K$350K

Branch offices (2)

CityStateEmployeesPhone
CORAL GABLESFL6(917) 887-8010
CORAL GABLESFL6(917) 887-8010

Fund service providers (1)

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