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Pavion
Pavion is an SEC-registered investment adviser in Newport Beach, CA, registered since 2019. The firm manages $444 million in assets, with $417 million on a...
Overview
Pavion is an SEC-registered investment adviser in Newport Beach, CA, registered since 2019. The firm manages $444 million in assets, with $417 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
USA
Corporate office
United States
Frequently asked questions
What investment mandate does Pavion likely follow?
Without disclosures, no specific asset-class mandate can be confirmed. Inferred characteristics for offices with this profile often include capital preservation with selective exposure to private equity, real estate, or fixed income — but this is speculative. The absence of any public direct-deal trail makes it impossible to rule out strategies as varied as concentrated public equities, passive multi-asset portfolios, or purely intermediated fund commitments managed by external CIOs or multi-family office platforms.
Does Pavion have any known philanthropic or foundation arm?
No philanthropic foundation, donor-advised fund, or charitable vehicle is publicly associated with the Pavion name. Many single-family offices house both investment and philanthropic functions under separate legal structures, but absent any identifiable principals, no foundation tax filings (Form 990-PF) can be linked to this entity.
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