GAVILAN INVESTMENT PARTNERS LLC

330 Primrose Rd.
Suite 208
Burlingame, California 94010
Tel: 650-334-4990

About GAVILAN INVESTMENT PARTNERS LLC

GAVILAN INVESTMENT PARTNERS LLC, formally registered with the SEC as GAVILAN INVESTMENT PARTNERS LLC. The firm was established in 06/23/2022. They have over 1 offices throughout the country.

GAVILAN INVESTMENT PARTNERS LLC is a Burlingame, California based Financial Planning firm with nearly $443,684,441 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311134
SEC#	801-125898
Assets Managed by Firm	$443,684,441
No. of Clients	2
No. of Advisors	1

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$443,684,441

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