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Avalan, LLC

● SEC registered since 2016CRD 156109SEC# 801-107405Santa Barbara, CA
Export (members)
Ranks #3,617 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$488.9M
Fund GAV
$800K
Private funds
1
Employees
10
Accounts
629
Location
Santa Barbara, CA

Avalan, LLC assets under management

Avalan, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2016. It reports $488.9 million in regulatory assets under management and employs 10 people. Avalan, LLC manages 1 private fund with combined gross assets of $800,000, including Avalan Opportunity Fund I, LLC. By regulatory assets, it ranks 3,617 of 5,911 private fund managers.

Avalan, LLC private funds

1 funds · $800K GAV
FundTypeGross assetsMin.
Avalan Opportunity Fund I, LLCPrivate Equity$800K$25K

Avalan, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kathryn E Courain ControlShareholder10-25%2016
Peter White Madlem ControlShareholder10-25%2022
Richard Allen Schuette ControlManaging Member & Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Avalan, LLC manage?

Avalan, LLC reports $488.9 million in regulatory assets under management on its Form ADV.

How many private funds does Avalan, LLC manage?

Avalan, LLC manages 1 private funds with combined gross assets of $800,000.

How many employees does Avalan, LLC have?

Avalan, LLC reports 10 employees.

Where is Avalan, LLC located?

Avalan, LLC is based in Santa Barbara, CA and has been SEC-registered since 2016.

Does Avalan, LLC disclose fund performance?

Avalan, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address233 E Carillo, Suite B, Santa Barbara, CA 93101
Phone805-962-7725
Office hours9 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$473.1M
Non-discretionary$15.8M
Total (RAUM)$488.9M