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Private equityFundunknownprivate equity fund

Avalon Investment Partners, LLC (class 2020 Hs Ltc)

managed by Corient Ia LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1b420ece-54cd-498b-8908-d7f269410dfd

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS LTC)

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: Corient Ia LLC
Vintage: 2020 (name_year)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $12.2Mas of 2024-09-10
Peak reported GAV: $14.2M
Reporting years: 4
ADV first reported: Mar 29, 2024
LPs disclosed: 0
Placement agents: 1
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Sep 10, 2024	Private Equity Fund	$12.2M	22
2023	Aug 2, 2023	Private Equity Fund	$14.2M	22
2022	Sep 6, 2022	Private Equity Fund	$13.8M	22
2021	Nov 15, 2021	Private Equity Fund	$10.8M	21

Relationships

Audits (1)

← Pricewaterhousecoopers LLPFirm
factForm ADV

Manages (2)

← Corient Ia LLCFirmPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
← Avalon Investment & AdvisoryFirmPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV

Placement agent of (1)

← Avalon Wealth Management LLCIntermediaryRelated person
Jan 1, 2021 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 31, 2021
Avalon Investment Partners, LLC (class 2020 Hs Ltc) first reported on Form ADV by Avalon Investment & Advisory (Private Equity Fund), GAV $10,785,000

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1b420ece-54cd-498b-8908-d7f269410dfd
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Avalon Investment Partners, LLC (class 2020 Hs Ltc)

managed by Corient Ia LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1b420ece-54cd-498b-8908-d7f269410dfd

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Report year

Filed

ADV fund type

GAV

Owners

2024

Sep 10, 2024

Private Equity Fund

$12.2M

2023

Aug 2, 2023

Private Equity Fund

$14.2M

2022

Sep 6, 2022

Private Equity Fund

$13.8M

2021

Nov 15, 2021

Private Equity Fund

$10.8M