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| Keyboard |
| Avalon Capital Management
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|
|---|---|
| CRD # | 107501 |
| SEC # | 801-41657 |
| CIK # | 0001510809 |
| AUM | 582.2 M (2026-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-306-1500 |
| Address | 495 Seaport Court Ste 106 Port of Redwood City, CA 94063-2785 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Alphabet Inc | 53.9 | |
| SPDR Gold Trust | 23.3 | |
| Alphabet Inc | 22.7 | |
| Cisco Systems Inc | 18.0 | |
| Lilly Eli & Co | 16.4 | |
| Amazon Com Inc | 15.4 | |
| Apple Inc | 13.4 | |
| Microsoft Corp | 5.2 | |
| Chevron Corp | 3.3 | |
| Nvidia Corp | 2.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.8 |
| (b) Individuals (high net worth individuals) | 129 | 550.3 |
| (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 | 1 | 20.6 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 582.2 |
| By Discretionary | ||
| Discretionary | 391 | 463.9 |
| Non-Discretionary | 117 | 118.3 |
| Total | 508 | 582.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.2 | |
| Total | 508 | 582.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001510809] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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