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Private equityFundunknownprivate equity fund

Avalon Investment Partners, LLC (class Ghost Tree)

managed by Avalon Investment & Advisory

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:66abf917-ee8f-4349-a0f4-2cbbd26bea99

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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 GHOST TREE)

Private fund · shared adv fund id

Facts

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

Manager: Avalon Investment & Advisory
Vintage: 2023 (adv_first_reported)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $66.6Mas of 2023-08-02
Peak reported GAV: $66.6M
Reporting years: 1
ADV first reported: Mar 31, 2023
LPs disclosed: 0
Placement agents: 1
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2023	Aug 2, 2023	Private Equity Fund	$66.6M	76

Relationships

Audits (1)

← Pricewaterhouse CoopersFirm
factForm ADV

Manages (1)

← Avalon Investment & AdvisoryFirmPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV

Placement agent of (1)

← Avalon Wealth Management LLCIntermediaryRelated person
Jan 1, 2023 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Mar 31, 2023
Avalon Investment Partners, LLC (class Ghost Tree) first reported on Form ADV by Avalon Investment & Advisory (Private Equity Fund), GAV $66,607,709

Provenance

Graph: Private Equity
Canonical id: dfx:pe:66abf917-ee8f-4349-a0f4-2cbbd26bea99
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 Ghost Tree)

managed by Avalon Investment & Advisory

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:66abf917-ee8f-4349-a0f4-2cbbd26bea99

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Report year

Filed

ADV fund type

GAV

Owners

2023

Aug 2, 2023

Private Equity Fund

$66.6M