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Co-Founder and Managing Member · Avance Investment Management, LLC

Luis N. Zaldivar

CRD 3149736 · 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 Luis N. Zaldivar on its Form ADV as Co-Founder and Managing Member, a control person.

Firms and roles

AtlasMembers

Luis’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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Search and export owners by title, state and firm size
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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

  • David N. PerezCo-Founder / Managing Member / Investment Trustee of Perez Trust of 2012, Avance Investment Management, LLC
  • Rohan G. JonesChief Financial Officer and Chief Compliance Officer, Avance Investment Management, LLC
  • Mark R. DevincentisMember, Avance Investment Management, LLC

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