Avivar Capital, Llc
- Regulatory AUM
- $362M
- Discretionary
- $0
- Clients
- 20
- Avg AUM / client
- $18.1M
- Accounts
- 20
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 20 | $362M | 100.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Sierra Club Foundation EIN 946069890 | Oakland, CA | 12/31/2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elisabeth Richter | Managing Member | Sep 2015 (11y) | 50% – 75% | |
| Tina Nicole Castro | Managing Member/Chief Compliance Officer | CFA | Sep 2015 (11y) | 50% – 75% |
| James Nichols | Registered representative | Sep 2019 (7y) | ||
| Mathew Young Ju Rho | Registered representative | Jan 2023 (4y) | ||
| Nicolas Alejandro Rubio Rubio | Registered representative | CFA | Sep 2023 (3y) | |
| Kevin Darnell Wiley Ii | Registered representative | Dec 2023 (3y) | ||
| Su Chuen Foo | Registered representative | Jan 2024 (3y) | ||
| Mooketsi Theo Obonye Legwaila | Registered representative | Jun 2024 (2y) | ||
| Joyce Truong | Registered representative | Nov 2024 (2y) | ||
| Alyssa Saldana | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Sierra Club Foundation | Public charity | $211M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 841 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗