Aurevia Capital Inc. logo

Aurevia Capital Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

0

Average account size

About

Aurevia Capital is registered as an investment manager and offers discretionary and non-discretionary asset management services, including ongoing portfolio monitoring, asset allocation, and the option to engage sub-advisors to manage portions of client mandates. The firm’s ADV indicates it was formed in 2025 and, at the time of this filing, reported no assets under management and no client accounts.

The firm describes an investment process that uses both fundamental and technical analysis and supports a wide range of strategies and instruments — from long-term equity and fixed-income positions to alternatives, derivatives, ESG considerations, and hedged equity approaches. Aurevia may delegate portfolio management to selected sub-advisors that maintain agreed-upon models and execute trades, and its agreement reserves the authority to appoint advisors with full discretionary authority and to further delegate that authority.

What distinguishes Aurevia from many peers is its explicit practice of selecting and appointing other advisers (and permitting further delegation) to run client strategies, with sub-advisors executing trades while their fees are included in the firm’s disclosed advisory fee. The brochure also discloses operational features that may matter to institutional clients, including a required broker-dealer relationship, a policy not to aggregate trades across accounts, and a practice of leaving proxy voting to clients.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management ESG / Sustainable investing

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.35% annually

Other

Account minimum: $25,000

Main office location

Aurevia Capital Inc.

Rancho Santa Margarita CA, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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