Data / Investment advisers / California / Gavilan Investment Partners LLC
Gavilan Investment Partners LLC, Burlingame, CA: $515 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gavilan Investment Partners LLC is an SEC registered investment adviser with its main office in Burlingame, California and reports $515 million in regulatory assets under management in its Form ADV filed May 12, 2026. Its clients include sovereign wealth funds and foreign official institutions and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 311134
- SEC file number
- 801-125898
- SEC status
- Approved, effective June 23, 2022
- Main office
- 330 Primrose Rd. Suite 208, Burlingame, CA 94010
- Phone
- (650) 334-4990
- Website
- gavilanpartners.com
- Regulatory AUM
- $514,702,037 in the Form ADV filed May 12, 2026
- Discretionary AUM
- $514,702,037
- Accounts
- 2
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $66,759,090
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Sovereign wealth funds and foreign official institutions | 1 | $447.9 million |
| Pooled investment vehicles | 1 | $66.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $514.7 million | March 26, 2026 |
| December 1, 2025 | $445.1 million | May 7, 2025 |
Other advisers in Burlingame
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Occidental Asset Management, LLC | Burlingame | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Lateral Investment Management, LLC | Burlingame | $1.00 billion | 18 | adviserinfo.sec.gov |
| Virgo Investment Group LLC | Burlingame | $857.4 million | 12 | adviserinfo.sec.gov |
| Keenan Capital, LLC | Burlingame | $687.6 million | 1 | adviserinfo.sec.gov |
| Octahedron Capital Management, L.P. | Burlingame | $594.2 million | 12 | adviserinfo.sec.gov |
| Ampersand Capital Group, L.P. | Burlingame | $235.1 million | 1 | adviserinfo.sec.gov |
| Tessara Wealth | Burlingame | $162.4 million | Not listed | adviserinfo.sec.gov |
| Burlingame Wealth Management, LLC | Burlingame | $129.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Burlingame, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving sovereign wealth funds and foreign official institutions
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Gavilan Investment Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.