AVEC LLC

AVEC LLC is an SEC-registered investment adviser (CRD 310772). Regulatory assets under management: $45.0M.

Registration

• CRD: 310772
• Type: Registered investment adviser
• Phone: (415) 225-1000
• Latest filing: 2026-03-27
• Regulatory AUM: $45.0M
• Discretionary AUM: $45.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search