Avalon Global Asset Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 107785
- Registered since
- December 1, 1999
- Website
- avalon-global.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Avalon Global Asset Management LLC is an individually owned hedge fund manager that focuses on managing pooled investment vehicles for institutional clients. The firm operates as an LLC and provides portfolio management for funds where it often serves as sponsor, general partner, or managing member. Its fee model combines a percentage-of-assets component with performance-based fees. Avalon does not present itself as an active ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Richard Pendleton
COO & CCOCRD 5442892
Jeffery Christian
Partner, Chief Risk OfficerCRD 4642964
Contacts
1 of 1
Nancy Kukacka
PrincipalCRD 1553037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 100 Pine St
- Time zone
- PT (UTC-8)
- Office locations
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