AVANCE INVESTMENT MANAGEMENT, LLC
SEC RegisteredA private equity firm guided by partnership, experience, diversity and growth.
About the firm
Avance is a private equity firm focused on the transformative growth of North American based middle market companies. The firm invests in sectors including Business & Technology Services, Infrastructure & Commercial Services, Consumer Products & Services, and Financial & Insurance Services. When partnering with Avance, portfolio companies receive capital, a deep network of executives and advisors, and collaborative partnership with management teams.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment providing capital, experienced investor guidance, a deep network of executives and advisors, collaborative partnership, and ESG-focused value creation for middle market companies in targeted sectors.
Who they serve
Founder-owned businesses seeking to transition with like-minded investors, and management teams seeking a value-added partner to assist in growth; middle market companies with $25-$250M revenue and $10-$75M EBITDA.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 13 | $2.6B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVANCE INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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