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GAVILAN INVESTMENT PARTNERS LLC

Business and Investment Profile

The GAVILAN INVESTMENT PARTNERS LLC is a privately held investment adviser that advises $514.7mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GAVILAN INVESTMENT PARTNERS LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 5,955.32% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 4.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 330 PRIMROSE RD. SUITE 208, BURLINGAME, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.

Asset Profile

Their $514.7mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of Sovereign Wealth Funds and Foreign Official Institutions clients own $447.94mn or 87.03% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $66.76mn or 12.97% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Sovereign Wealth Funds and Foreign Official Institutions and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

GAVILAN INVESTMENT PARTNERS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GAVILAN INVESTMENT PARTNERS LLC

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Keywords: Gavilan Investment Partners, Gavilan
Generated 2026-09-12T06:50:29.0637728.  © 2026 Convergence.