AVANTI INVESTMENT ADVISORS, INC.
CRD #106791 SEC #801-41177 WINTER PARK, FL 407-628-8488
SEC Registered Private Funds
Total AUM
$947.9M
Discretionary
$947.9M
Employees
3
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $947.9M | $947.9M | $0 | 3 | 7 |
| Mar 2022 | $867.8M | $867.8M | $0 | 3 | 7 |
| Mar 2021 | $894.9M | $894.9M | $0 | 3 | 6 |
| Apr 2020 | $869.6M | $869.6M | $0 | 3 | 7 |
| Oct 2019 | $814.2M | $814.2M | $0 | 3 | 7 |
| Mar 2019 | $860.9M | $860.9M | $0 | 3 | 7 |
| Mar 2018 | $837.8M | $837.8M | $0 | 4 | 8 |
| Mar 2017 | $833.5M | $833.5M | $0 | 4 | 1 |
| Mar 2016 | $751.7M | $751.7M | $0 | 5 | 1 |
| Sep 2015 | $717.9M | $717.9M | $0 | 5 | 1 |
| Mar 2015 | $717.9M | $717.9M | $0 | 5 | 1 |
| Mar 2014 | $735.2M | $735.2M | $0 | 5 | 1 |
| Dec 2013 | $1.1B | $1.1B | $0 | 5 | 1 |
| Mar 2013 | $1.1B | $1.1B | $0 | 5 | 1 |
| Apr 2012 | $1B | $1B | $0 | 1 | 1 |
| Mar 2012 | $1B | $1B | $0 | 1 | 1 |
| Mar 2008 | $868.5M | $868.5M | $0 | 5 | -- |
| Nov 2007 | $815M | $815M | $0 | 5 | -- |
| Oct 2007 | $815M | $815M | $0 | 5 | -- |
| Oct 2007 | $815M | $815M | $0 | 5 | -- |
| Mar 2007 | $668.5M | $668.5M | $0 | 5 | -- |
| Sep 2005 | $668.5M | $668.5M | $0 | 5 | -- |
| Apr 2002 | $668.5M | $668.5M | $0 | 5 | -- |
DateMar 2023
Total AUM$947.9M
Discretionary$947.9M
Non-Disc.$0
Employees3
Clients7
DateMar 2022
Total AUM$867.8M
Discretionary$867.8M
Non-Disc.$0
Employees3
Clients7
DateMar 2021
Total AUM$894.9M
Discretionary$894.9M
Non-Disc.$0
Employees3
Clients6
DateApr 2020
Total AUM$869.6M
Discretionary$869.6M
Non-Disc.$0
Employees3
Clients7
DateOct 2019
Total AUM$814.2M
Discretionary$814.2M
Non-Disc.$0
Employees3
Clients7
DateMar 2019
Total AUM$860.9M
Discretionary$860.9M
Non-Disc.$0
Employees3
Clients7
DateMar 2018
Total AUM$837.8M
Discretionary$837.8M
Non-Disc.$0
Employees4
Clients8
DateMar 2017
Total AUM$833.5M
Discretionary$833.5M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$751.7M
Discretionary$751.7M
Non-Disc.$0
Employees5
Clients1
DateSep 2015
Total AUM$717.9M
Discretionary$717.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$717.9M
Discretionary$717.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$735.2M
Discretionary$735.2M
Non-Disc.$0
Employees5
Clients1
DateDec 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients1
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees1
Clients1
DateMar 2008
Total AUM$868.5M
Discretionary$868.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$815M
Discretionary$815M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$815M
Discretionary$815M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$815M
Discretionary$815M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$668.5M
Discretionary$668.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$668.5M
Discretionary$668.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$668.5M
Discretionary$668.5M
Non-Disc.$0
Employees5
Clients--