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SF

Su Chuen Foo

AVIVAR CAPITAL
Carlsbad, CA
Some features on this profile are disabled
CRD#: 7820921
SF

Professional summary

Su Chuen Foo is a registered financial advisor currently at AVIVAR CAPITAL, LLC located in Carlsbad, California.

Su Chuen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Su Chuen has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Coyote Ventures 2) San Francisco, CA 3) Early-stage venture capital fund investing in companies innovating in women's health and wellness 4) Venture Partner 5) Start Date: September 2022 6) 5 Hours/Week 7) <1 hour devoted during securities trading hours 8) Conducts due diligence of companies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Su Chuen Foo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 22, 2024 - Present

AVIVAR CAPITAL, LLC

RIA
CRD#: 215516
Carlsbad, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AVIVAR CAPITAL, LLC
AVIVAR CAPITAL, LLC

CRD#: 215516 / SEC#: 801-106549

RIA
Registered Investment Advisory firm - (9/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/2024
Uniform Investment Adviser Law Examination

Current Firm

AC
AVIVAR CAPITAL, LLC
AVIVAR CAPITAL, LLC

CRD#: 215516 / SEC#: 801-106549

RIA
Registered Investment Advisory firm - (9/1/2015 Approved)
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Contact information

Main Address
Valley Village, CA
Mailing Address
Phone number
(818) 681-6833
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 290,409,325

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVIVAR CAPITAL, LLC

CRD#: 215516Carlsbad, CA

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