LAVIEN ADVISORS, LLC
CRD #292378 SEC #802-130129 JEFFERSONVILLE, NY 212-418-1700
State Registered Exempt Reporting Private Funds
Total AUM
$270.9M
Discretionary
$270.9M
Employees
2
Clients
0
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $270.8M | $270.8M | $0 | 2 | 0 |
| May 2023 | $270.9M | $270.9M | $0 | 2 | 0 |
| Mar 2023 | $270.9M | $270.9M | $0 | 2 | 0 |
| Apr 2022 | $295.9M | $295.9M | $0 | 4 | 0 |
| Mar 2022 | $295.8M | $295.8M | $0 | 4 | 0 |
| Mar 2022 | $228.9M | $228.9M | $0 | 4 | 0 |
| Apr 2021 | $228.9M | $228.9M | $0 | 4 | 0 |
| Apr 2021 | $228.4M | $228.4M | $0 | 4 | 0 |
| May 2020 | $48.6M | $48.6M | $0 | 4 | 0 |
| Mar 2020 | $48.6M | $48.6M | $0 | 4 | 0 |
| Mar 2019 | $42.6M | $42.6M | $0 | 4 | 0 |
| Dec 2018 | $45.6M | $45.6M | $0 | 4 | 0 |
| Apr 2018 | $45.6M | $45.6M | $0 | 4 | 0 |
| Mar 2018 | $45.6M | $45.6M | $0 | 4 | 0 |
DateJul 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$228.9M
Discretionary$228.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$228.9M
Discretionary$228.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$48.6M
Discretionary$48.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$48.6M
Discretionary$48.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees4
Clients0