Alan Loewy has been Managing Member of Avocet Capital Management since March 2011, is a control person of the firm and directly owns 75% or more of it. Alan Loewy holds a Master's in Business Administration from The University of Chicago Booth School of Business and a Bachelor's in Business Administration from Emory University Goizueta School of Business.
Avocet Capital Management LLC is a Northbrook, IL firm with $158M under management, 40 clients and 2 advisers across 3 offices, as of its May 2026 filing.
Alan Loewy is Founder and Managing Partner of Avocet Capital Management, LLC, based in Northbrook, Illinois. Before founding Avocet Capital, he was a Vice President in Private Banking at JP Morgan. Earlier, he was an Investment Professional in Goldman Sachs' Private Wealth Management Group, and he has provided strategic consulting advice while holding positions with Booz Allen Hamilton and Deloitte Consulting.
- – present · 15 yearsNorthbrook, IL · Adviser representative · Firm CRD 156261
Investment adviser representative registrations
Alan Loewy is registered as an investment adviser representative in Illinois, since March 2011.
- IllinoisSince 23 March 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 March 2011 |
| Series 66 | Uniform Combined State Law Examination | 27 October 2006 |
| Series 7 | General Securities Representative Examination | 23 October 2006 |
| Series 3 | National Commodity Futures Examination | 13 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Alan Micah Loewy
- CRD
- 4960252
- Firm
- Avocet Capital Management · CRD 156261
- Role
- Managing Member
- Office
- 1363 SHERMER ROAD, SUITE 200, Northbrook, IL 60062
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avocetcapital.com
Where does Alan Loewy work?
Alan Loewy has been Managing Member of Avocet Capital Management LLC since March 2011, and is a control person of the firm.
Is Alan Loewy a financial advisor?
Yes. Alan Loewy has a current investment-adviser registration in Illinois, through Avocet Capital Management since March 2011.
How many years of experience does Alan Loewy have?
Alan Loewy has 15 years in the financial industry, since March 2011, across 1 adviser firm.
What exams has Alan Loewy passed?
Alan Loewy has passed 4 licensing exams: the Series 3, Series 7, Series 66 and Series 65. The earliest, the Series 3, was passed in October 2006.
Where is Alan Loewy based?
Alan Loewy’s registered office is in Northbrook, IL.
Is Alan Loewy registered with FINRA?
No. Alan Loewy has no current broker registration.
How can I verify Alan Loewy’s record?
Search CRD 4960252 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Loewy’s full registration record.
- Gery SadzewiczChief Compliance Officer