AVALON CAPITAL MANAGEMENT

AVALON CAPITAL MANAGEMENT of MENLO PARK, CA is an SEC-registered investment adviser (CRD 107501). Regulatory assets under management: $582.2M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (13)

NameRoleLocation
Clara BasilePARTNER; PARTNER/CHIEF EXECUTIVE OFFICER
Ross Norman RevenaughMANAGING PARTNER/CHIEF COMPLIANCE OFFICER; PARTNER/CHIEF COMPLIANCE OFFICER
Steven Roy NightingaleSHAREHOLDER
Brian J AuldSHAREHOLDER
RAHN DAVID RICHARDPRESIDENT/CFO/SECRETARY/DIRECTOR; PRESIDENT/SECRETARY; RETIRED PARTNER/CO-FOUNDER
BASILE CLARACHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER; PARTNER/CHIEF EXECUTIVE OFFICER; VICE PRESIDENT/PORTFOLIO MANAGER
OBERMAN WILLIAMVICE PRESIDENT/CCO/PORTFOLIO MANAGER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER
HERRICK TRACY GTRUSTEE
HERRICK MAIE KAARSOOTRUSTEE
ERARIO CAROL LYNN HARRISSHAREHOLDER; TRUSTEE
OBERMAN WILLIAM DANIELVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER; VICE PRESIDENT/PORTFOLIO MANAGER
REVENAUGH ROSS NORMANPARTNER; PARTNER/CHIEF COMPLIANCE OFFICER
Nightingale Steven RoySHAREHOLDER

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