AVALON VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
10
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
161930
Registered since
March 27, 2012

Firm profile

FINTRX

Overview

Avalon Ventures Management, LLC is an SEC-registered investment adviser that operates mainly as a sponsor and general partner for pooled investment vehicles. The firm’s public filings and fund lineup show a clear emphasis on private-company investing through venture capital vehicles. Avalon does not register itself as a multi-state or ESG-focused adviser and appears structured to serve pooled funds rather than retail advisory clients. Its public equity activity is limited: filings show a small, concentrated set of 13F positions alongside its primary private-fund work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

1 of 1
  • TIGHE REARDON

    Chief Financial OfficerCRD 6450378

Contacts

3 of 9
  • KEVIN KINSELLA

    FounderCRD 1477417

  • BRADEN BOHRMANN

    Operating ExecutiveCRD 4258584

  • RICHARD LEVANDOV

    PartnerCRD 6041623

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1134 Kline St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth