Avance Investment Management
Private Equity SEC-registered adviser
Legal name: Avance Investment Management, LLC
AUM
$2.6B
Regulatory AUM
Private funds
11
Private Equity 11
Private fund assets
$2.6B
Gross asset value
Employees
25
Last Form D raise
Jun 2026
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
D
Co-Founder / Managing Member / Investment Trustee of Perez Trust of 2012
L
Funds(11)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Avance Investment Partners II, L.P. | Private Equity | $775.9M | $1.1B | 38 | Jun 2026 | Hot |
| Avance Tropical Co-Investors, LLC | Private Equity | $56.2M | $55.0M | 7 | Dec 2024 | Cool |
| Avance Jdi Antarctica Co-Investors, LLC | Private Equity | $469K | $56.4M | 6 | Dec 2023 | Cold |
| Avance Clevertech Co-Investors, LLC | Private Equity | $8.1M | $25.0M | 14 | Apr 2023 | Cold |
| Avance Clevertech Co-Investors Feeder, LLC | Private Equity | $4.4M | $25.0M | 14 | Apr 2023 | Cold |
| Avance Investment Partners, L.P. | Private Equity | $1.3B | $923.7M | 82 | Sep 2022 | Cold |
| Avance Synergy Infrastructure Co-Investors, LLC | Private Equity | $193.7M | $55.0M | 3 | Jul 2022 | Cold |
| Avance Univista Co-Investors, LLC | Private Equity | $20.6M | $74.5M | 15 | Jul 2021 | Cold |
| Avance Investment Partners Parallel Fund II, L.P. | Private Equity | $177.5M | — | — | — | |
| Avance Investment Partners Aiv, L.P. | Private Equity | $70.4M | — | — | — | |
| Avance Tropical Co-Investors Parallel, LLC | Private Equity | $23.0M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 310749
- SEC file number
- 801-119844
Sources
- SEC Form ADV Oct 14, 2026