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SEC Form ADV

AVENTURA PRIVATE WEALTH, LLC

Firm profile: Aventura Private Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFLPrivate Equity
$374.8M
Assets Under Management
516
Total Clients
5
Employees
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Registration Details

Accession
CRD-332630
Location
AVENTURA, FL
Filing Date
May 4, 2026
AUM
$374.8M
Total Clients
516
Institutional Clients
6
Employees
5
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCorporations

Investment Strategies

Private Equity

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $27.8M in combined gross assets.

  • AVENTURA DEFENSE VENTURES I LLCPrivate Equity Fund$15.0M
  • AVENTURA SPACE FUND I LLCPrivate Equity Fund$10.0M
  • AVENTURA ANDURIL FUND II, LLCPrivate Equity Fund$1.4M
  • AVENTURA DEFENSE FUND 1 LLCPrivate Equity Fund$1.4M

About this Adviser

AVENTURA PRIVATE WEALTH, LLC is a registered investment adviser headquartered in AVENTURA, FL, managing approximately $374.8M in assets across 516 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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