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| Happy Holidays!! thanks for using AUM13F!! |
| Avalan LLC
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|---|---|
| CRD # | 156109 |
| SEC # | 801-107405 |
| CIK # | |
| AUM | $488.9 M (2025-03-24) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 805-962-7725 |
| Address | 233 E Carillo Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Avalan Opportunity Fund I LLC | 2023-11-17 | 0.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 61.0 |
| (b) Individuals (high net worth individuals) | 106 | 292.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 72.3 |
| (h) Charitable organizations | 6 | 33.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 29.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 629 | 488.9 |
| By Discretionary | ||
| Discretionary | 615 | 473.1 |
| Non-Discretionary | 14 | 15.8 |
| Total | 629 | 488.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 488.9 | |
| Total | 629 | 488.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Align Impact LLC
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|
CO | 0.8 |
|
Diversifi Capital LLC
✚
|
CA | 0.5 |
|
Endowment Wealth Management Inc
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|
WI | 0.4 |
|
Momentum Advisors LLC
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|
NY | 0.4 |
|
Thrive Capital Management LLC
✚
|
PA | 0.4 |
|
Emerson Equity LLC
✚
|
CA | 0.3 |
|
Helium Advisors LLC
✚
|
WA | 0.3 |
|
WindRock Wealth Management LLC
✚
|
IL | 0.3 |
|
Uwharrie Investment Advisors Inc
✚
|
NC | 0.3 |
|
Trademark Capital Management Inc
✚
|
GA | 0.2 |