GAVILAN INVESTMENT PARTNERS LLC

other names
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Adviser Profile
As of Date 10/24/2024
Adviser Type - Large advisory firm
Number of Employees 1 -50.00%
of those in investment advisory functions 1
Registration SEC, Approved, 6/23/2022
Other registrations (1)
AUM* 443,684,441 244.70%
of that, discretionary 443,684,441 244.70%
Private Fund GAV* 62,169,957 55.72%
Avg Account Size 221,842,221 244.70%
SMA’s No
Private Funds 1
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
149M 127M 106M 85M 64M 42M 21M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$62,169,957

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Brochure Summary

Overview

Gavilan is a Delaware limited liability company that has been in business since 2020. It serves as the general partner of and investment adviser to an investment limited partnership (the “Fund”) and may serve as the investment adviser and/or sub-adviser to other accounts including one or more separately managed account clients (“SMAs”) and other private investment funds. Gavilan’s managing member, controlling owner and portfolio manager is Louis A. Chang. As of December 31, 2023, Gavilan had total discretionary assets under management of approximately $349,962,841. Gavilan only manages assets on a discretionary basis. Gavilan invests principally, but not solely, in equity and equity-related
securities that are traded publicly in U.S. and non-U.S. markets on behalf of its clients, but is authorized to enter into any type of investment transaction that it deems appropriate under the terms of the client’s partnership or other account agreement. Clients and Fund investors have no opportunity to select or evaluate any investments or strategies. Gavilan selects all investments and strategies. Gavilan does not participate in wrap fee programs. Gavilan typically does not tailor its services to the individual needs of SMAs, but manages each such account according to the strategy selected by the client. Gavilan’s discretionary authority is limited, however, as described in Item 16.