DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| BOCA RATON, | $31.4M | 2026 | ||||||
| $30.8M | 3 | 4 | 2031 | |||||
| $45.4M | 51 | 2012 | ||||||
Avalon Investment & Advisory Firm · Private equity · matched Avalon Advisors LLC Also on RIA / Wealth Management | · probable Lower middle market | Houston, | $7.3B | 10 | 2 | 2023 | ||
Avalon Ventures Management, LLC Firm · Venture · matched Avalon Ventures Xi Management, LLC (relying Adviser) · Exempt reporting adviser Also on RIA / Wealth Management | La Jolla, | $421M | 1 | 11 | 10 | 2022 | ||
| MENLO PARK, | $582M | 3 | 2012 | |||||
| SAN FRANCISCO, | $554M | 2 | 2012 | |||||
ASPIRE WEALTH ARCHITECTS Registered adviser · RIA / Wealth · matched AVALON ADVISORY GROUP LLC · 801-113420 | WEXFORD, | $290M | 4 | 2018 | ||||
| RADNOR, | $51.1M | 2012 | ||||||
| $4.3M | 2026 | |||||||
| LAGUNA HILLS, | $4.1M | 2026 | ||||||
| Warren, | 395 | |||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS INCOME PRODUCING REAL ASSETS) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $318M | 198 | 2022 | |||||
| GREENWICH, | 2013 | |||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS MENAI DIVERSIFIED) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | 375,217 | 2023 | ||||||
| Dallas, | 56 | |||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS GHOST TREE) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $125M | 128 | 2023 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS DIVERSIFYING STRATEGIES) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $127M | 75 | 2022 | |||||
| $246M | 28 | 2012 | ||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V-RE) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $76.1M | 92 | 2021 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $70.3M | 79 | 2021 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS PRIVATE FUND II) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $38.0M | 140 | 2023 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS GLOBAL EQUITIES) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $79.9M | 21 | 2022 | |||||
| $39.4M | 48 | 2012 | ||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS EMERGING MARKETS DEBT) Fund · RIA / Wealth · CORIENT IA LP Also on Private Credit, Private Equity | $54.7M | 20 | 2022 | |||||
| La Jolla, | 2 | 4 | ||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS III) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $13.9M | 24 | 2021 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS LTC) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $12.2M | 22 | 2021 | |||||
AVALON INVESTMENT PARTNERS, LLC (GLOBAL GROWTH CROSSOVER EQUITIES CLASS) Fund · RIA / Wealth · CORIENT IA LP | $30.2M | 8 | 2024 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS EMERGING MARKETS EQUITIES) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $15.2M | 10 | 2022 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS PRIVATE REAL ESTATE FUND I) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $9.3M | 20 | 2023 | |||||
AVALON INVESTMENT PARTNERS, LLC (8VC FUND V CLASS) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $1.7M | 28 | 2024 | |||||
AVALON INVESTMENT PARTNERS, LLC (CLASS MENAI OPPORTUNITIES) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | $2.6M | 9 | 2023 | |||||
| $3.8M | 7 | 2024 | ||||||
| $23.3M | 2024 | |||||||
AVALON INVESTMENT PARTNERS, LLC (CLASS 2019 AVENUE VALUE) Fund · RIA / Wealth · AVALON INVESTMENT & ADVISORY Also on Private Equity | $141,831 | 22 | 2019 | |||||
AVALON INVESTMENT PARTNERS, LLC (PRIVATE NATURAL RESOURCES FUND I CLASS) Fund · RIA / Wealth · CORIENT IA LP Also on Private Equity | 24 | 2024 | ||||||
| 2 | ||||||||
| 1 | ||||||||
Avalon Bioventures Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | La Jolla, | $130M | 2 | 1 | 4 | |||
| Alma, | 650 | |||||||
| HENDERSON, | $10.4M | 2026 | ||||||
| Cannon Falls, | 68 | |||||||
| Northvale, | 50 | |||||||
| Meridian, | 59 | |||||||
| INDIANAPOLIS, | 2026 | |||||||
| Freehold, | 1 | |||||||
Avalon Health Services, LLC Company · Sponsors · matched AVALON ADMINISTRATIVE SERVICES LLC · Insurance agencies brokerage | Tampa, | 187 | ||||||
| 1 | ||||||||
| Cleveland, | 336 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.