AVALON GLOBAL ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1999
Total AUM
$554M
Discretionary
$554M
100% of AUM
Avg account
$138M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
107785
Registered since
December 1, 1999
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avalon Global Asset Management LLC operates as a hedge fund manager that concentrates on portfolio management for pooled investment vehicles. The firm is SEC‑registered since 1999 and is organized as a limited liability company with individual ownership. Its client base is primarily institutional, and its compensation mixes a percentage-of-AUM management fee with performance-based fees. Avalon also acts as sponsor, general partner, and managing member of the pooled vehicles it runs. The firm does not market itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth