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 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
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 2RICHARD PENDLETON
COO & CCOCRD 5442892
JEFFERY CHRISTIAN
Partner, Chief Risk OfficerCRD 4642964
Contacts
1 of 1NANCY 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
Similar firms
SF EQUITY PARTNERS MANAGEMENT, LLC
RIASAN FRANCISCO, CA
IMPACT INVESTMENT ADVISER LLC
RIASAN FRANCISCO, CA
CABLE CAR CAPITAL, LP
RIASAN FRANCISCO, CA
JACKSON SQUARE CAPITAL, LLC
RIASAN FRANCISCO, CA
APHIAS CAPITAL, L.P.
RIASAN FRANCISCO, CA
FREC
RIASAN FRANCISCO, CA