AVITAS WEALTH MANAGEMENT, LLC: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$1,023,088,059	13	Mar 31, 2022
2022	$853,691,630	12	Mar 24, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	171	$764,002,001	89.5%
Corporations & businesses	7	$51,777,879	6.1%
Pooled investment vehicles	1	$26,258,744	3.1%
Individuals	49	$9,669,205	1.1%
Retirement plans	Fewer than 5	$1,245,810	0.1%
Charities	Fewer than 5	$737,991	0.1%

Filing source

Form ADV 1789869 · Sep 26, 2023 · Item 5.D

Reported by AVITAS WEALTH MANAGEMENT, LLC (CRD 291155).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ICAPITAL

Fund administrator · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LP

Private funds & service providers

1 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LPPrivate Equity Fund$23.3MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Avitas Capital Private Equity Access 2019, LP

Fund administrator ICAPITAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 85

Fund details & source

Fund ID: 805-6254949358
Reported beneficial owners: 49
Minimum commitment: $250K
Form D file number: 021-347959

Form ADV 1789869 · Sep 26, 2023 · Schedule D 7.B.(1)

Reported by AVITAS WEALTH MANAGEMENT, LLC (CRD 291155).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 24, 2023 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1789869 · Sep 26, 2023 · Items 1 & 5

Reported by AVITAS WEALTH MANAGEMENT, LLC (CRD 291155).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $854M
Non-discretionary: $0

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

1901 AVENUE OF THE STARS, SUITE 1901
LOS ANGELES, CA, 90067, United States

CRD 291155

Filing source

Form ADV 1789869 · Sep 26, 2023 · Items 1 & 5

Reported by AVITAS WEALTH MANAGEMENT, LLC (CRD 291155).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.