Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

AVALON CAPITAL MANAGEMENT

dba AVALON CAPITAL MANAGEMENT · CRD 107501 · Registered Investment Adviser

AVALON CAPITAL MANAGEMENT is a Registered Investment Adviser headquartered in PORT OF REDWOOD CITY, CA. The firm reports $582,198,850 in regulatory assets under management across 508 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$463,877,550
Non-discretionary$118,321,300
Total RAUM$582,198,850
Accounts508

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 107501. adviserinfo.sec.gov/firm/summary/107501.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.