Avalan LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Avalan LLC
CRD #156109
SEC #801-107405
AUM $169.1 MM (93% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Address233 E Carillo
Santa Barbara, CA 93101
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Hergenroeder Financial Advisors Inc
MD 0.2
Waypoint Advisors LLC
VA 0.2
Kevin M Gibney and Company LLC
NJ 0.2
Checks & Balances Inc
GA 0.2
Access Financial Planning Inc
NJ 0.2
Knightsbridge Asset Management LLC
CA 0.2
Portfolio Advisors Inc
CA 0.2
New Market Wealth Management LLC
CA 0.2
Concentus Partners Management LLC
NY 0.2
Snowcap Capital Management LLC
TX 0.2
Terms of Service | Privacy Policy | User Guide