Adviser Profile
| As of Date | 04/27/2024 |
| Registration status | Registration Changed to CAVAN CAPITAL MANAGEMENT LLC |
| ADV Location | OAK BROOK TERRACE, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 14,705,549 15% |
| of that, discretionary | 14,705,549 15% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 980,370 15% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
200M
171M
143M
114M
86M
57M
29M
2021
2022
2023
2024
Private Funds
No private funds