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| Avalan LLC
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|---|---|
| CRD # | 156109 |
| SEC # | 801-107405 |
| CIK # | |
| AUM | 621.8 M (2026-03-17) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 805-962-7725 |
| Address | 233 E Carillo Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Avalan Opportunity Fund I LLC | 2023-11-17 | 0.8 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 72.8 |
| (b) Individuals (high net worth individuals) | 121 | 352.5 |
| (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 | 35 | 90.2 |
| (h) Charitable organizations | 6 | 31.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 27.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 13 | 47.1 |
| Total | 768 | 621.8 |
| By Discretionary | ||
| Discretionary | 735 | 544.4 |
| Non-Discretionary | 33 | 77.5 |
| Total | 768 | 621.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.8 | |
| Total | 768 | 621.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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