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Co-Founder / Managing Member / Investment Trustee of Perez Trust of 2012 · Avance Investment Management, LLC

David N. Perez

CRD 2838214 · Named on Form ADV at one SEC-registered adviser

At a glance

Avance Investment Management, LLC, an SEC-registered private fund adviser based in New York, NY with $2.6 billion in regulatory assets, lists David N. Perez on its Form ADV as Co-Founder / Managing Member / Investment Trustee of Perez Trust of 2012, a control person.

Firms and roles

  • Avance Investment Management, LLCCo-Founder / Managing Member / Investment Trustee of Perez Trust of 2012Private fund adviser · New York, NY · $2.6B in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.