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Avalon Capital Management

● SEC registered since 1992CRD 107501SEC# 801-41657Port of Redwood City, CA
Export (members)
Reg. AUM
$487.4M
Employees
5
Accounts
487
Location
Port of Redwood City, CA

Avalon Capital Management assets under management

Avalon Capital Management is an investment advisory firm registered with the SEC based in Port of Redwood City, CA. The firm has been registered since 1992. It reports $487.4 million in regulatory assets under management and employs 5 people.
www.avaloncapital.comView on SEC.gov ↗

Avalon Capital Management owners & executives

3 reported
NameTitleOwnershipSince
Clara Basile ControlPartner/Chief Executive Officer50-75%2016
Ross Norman RevenaughPartner/Chief Compliance Officer25-50%2021
Steven Roy NightingaleShareholder5-10%2021

Frequently asked questions

How much does Avalon Capital Management manage?

Avalon Capital Management reports $487.4 million in regulatory assets under management on its Form ADV.

How many employees does Avalon Capital Management have?

Avalon Capital Management reports 5 employees.

Where is Avalon Capital Management located?

Avalon Capital Management is based in Port of Redwood City, CA and has been SEC-registered since 1992.

Does Avalon Capital Management disclose fund performance?

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

Contact & registration

Address495 Seaport Court Ste 106, Port of Redwood City, CA 94063-2785
Phone650-306-1500
Fax650-306-1499
Office hours8:30 a.m. - 5:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$416.8M
Non-discretionary$70.6M
Total (RAUM)$487.4M