Avalon Advisors LLC

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Assets, Funds, Holdings

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Avalon Advisors LLC
CRD #112556
SEC #801-60244
CIK #0001221362
AUM
Employees 55 (58% Investors, 49% Brokers)
Phone713-238-2050
Address2929 Allen Parkway
Houston, TX 77019-7124
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.01999200720152024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Avalon Investment Partners LLC Class 2019 Avenue Value [2019-07-16] 5.6 0.1
HF Houston Global Fund LP [2013-04-01] 3.8 0.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 327 0.2
(b) Individuals (high net worth individuals) 1,207 5.0
(c) Banking or thrift institutions 1 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 1.0
(g) Pension and profit sharing plans 4 0.1
(h) Charitable organizations 98 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 8 0.2
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 17 0.2
(n) Other 2 0.0
Total 2,101 7.3
By Discretionary
Discretionary 1,543 7.0
Non-Discretionary 558 0.3
Total 2,101 7.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.3
Total 2,101 7.3
Form D Directors # Filings # Firms 2011 - 2024
Robert Gauntt 8
Avalon Advisors LLC 22
Willie Langston 22
Kevin Lilly 8
Henry Lartigue 7
Alexander Robinson 3
Avalon Houston Global Fund GP LLC 1
Shereata Pontius 1
Eugene Stone II 1
Houston Global Investors LLC 1
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001221362]
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