Ledger.
Investor · Houston, TX

Avalon Advisors, Llc

Open Avalon in the network graph →
Filings
9
SEC Form D
Connections
40
co-filers
Capital
$514.8M
across filings
Active
May 2014
to Apr 2023

Most-connected co-filers (40)

Willie T. Langston · Houston, TX9 sharedAvalon Advisors, Llc · Houston, TX9 sharedKevin J. Lilly · Houston, TX5 sharedHenry J. Lartigue · Houston, TX5 sharedRobert P. Gauntt · Houston, TX5 sharedGary R. Cappeline · New York, NY4 sharedAlbert B. Wenger · New York, NY4 sharedT. Avalon Wealth Management Llc · Houston, TX4 sharedCraig Ibsen · Minneapolis, MN4 sharedNathan T. Kirkpatrick · New York, NY4 sharedCyrus Hadidi · Manhattan Beach, CA4 sharedDahal P. Madhav · Mississauga, Ontario, Canada4 sharedBen Milne · Des Moines, IA4 sharedStephen D. Oetgen · SAN FRANCISCO, CA4 sharedHeather Z. Paduck · Denver, CO4 sharedTom T. Roupe · HOUSTON, TX4 sharedJason Lynch · Seattle, WA4 sharedAdrienne Becker · Mableton, GA4 sharedChris Halaska · HOUSTON, TX4 sharedRobert L. Dr. Fraley · NEW YORK, NY4 sharedHimanshu Palsule · Santa Monica, CA4 sharedPrashant Mehrotra · Santa Monica, CA4 sharedDavid A. Bree · Grand Cayman, Cayman Islands3 sharedFrank B. Peabody · Newton, MA3 shared

Recent filings (9)

Avalon Investment Partners, LLCApr 2023 · 10 co-filersAvalon Investment Partners, LLCFeb 2023 · 10 co-filersAvalon Investment Partners, LLCJan 2023 · 10 co-filers$10.3MAvalon Investment Partners, LLCNov 2022 · 10 co-filers$50.0MAvalon Private Energy Fund, LPApr 2017 · 27 co-filersAvalon Private Energy Fund, LPApr 2017 · 27 co-filersAvalon Private Energy Fund, LPMar 2017 · 27 co-filersAvalon Global Real Assets Fund, LPApr 2016 · 18 co-filersAvalon Global Real Assets Fund, LPMay 2014 · 8 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Avalon in the interactive graph →