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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Pendleton

    Richard Pendleton

    COO & CCOCRD 5442892

  • Jeffery Christian

    Partner, Chief Risk OfficerCRD 4642964

Contacts

1 of 1
  • Nancy Kukacka

    Nancy Kukacka

    PrincipalCRD 1553037

Wealth teams

FINTRX

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