AVALON ADVISORS LLC

AVALON ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 112556). Regulatory assets under management: $7.3B.

Registration

Officers, owners & control persons (45)

Showing 25 of 45 people.

NameRoleLocation
WILLIAMS GARTH ALANMEMBER, EXECUTIVE OFFICER
HAWKINS RUSSELL BRIANMANAGER; MEMBER
HUFF RICK ALLENMEMBER
DODDS CHRISTOPHER VINCENTELECTED MANAGER
GARDNER WILLIAM WHITFIELDMEMBER
LANGSTON WILLIE THURMANCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER; CHIEF EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (+6 more)
HAWKINS RUSSELLMANAGER; MEMBER; OWNER
LILLY KEVIN JOHNEXECUTIVE OFFICER, MEMBER, ELECTED MANAGER; EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; MANAGER (+2 more)
GAUNTT ROBERT PAULEXECUTIVE OFFICER, MEMBER, ELECTED MANAGER; MANAGER; MEMBER (+2 more)
MCCOMBS BILLY JOEMEMBER; OWNER
LARTIGUE HENRY JAMESCHIEF INVESTMENT OFFICER, MEMBER, ELECTED MANAGER; CO-CHIEF INVESTMENT OFFICER, MEMBER, ELECTED MANAGER; EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (+4 more)
CONWAY WILLIAM ELIASMEMBER; NON-VOTING MEMBER
RUBENSTEIN DAVID MARKMEMBER; NON-VOTING MEMBER
NAKAMURA LARRY TRISTONCHIEF COMPLIANCE OFFICER
D'ANIELLO DANIEL ANTHONYMEMBER; NON-VOTING MEMBER
BONNER GARY THOMASCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER; CHIEF OPERATING OFFICER, MEMBER
HEINTZ ROBERT LEWISMEMBER, EXECUTIVE OFFICER
CREGAN MICHAEL JOSEPHMEMBER, EXECUTIVE OFFICER
LUMMIS FREDERICK RICEELECTED MANAGER; ELECTED MANAGER, MEMBER
BRAZELTON FREDERICK WALTERELECTED MANAGER; ELECTED MANAGER, MEMBER
JESULAITIS DAVID JOHNEXECUTIVE OFFICER, MEMBER; MEMBER, EXECUTIVE OFFICER
PAVLIK JAMES ALANMEMBER, EXECUTIVE OFFICER
PHELPS JEFFREYMEMBER, EXECUTIVE OFFICER
LEBERT PEGGY ELAINECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER
QUARLES RANDAL KELECTED MANAGER

Private funds (19)

Other Private Fund: 8 · Private Equity Fund: 11

Showing 15 of 19 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
AVALON INVESTMENT PARTNERS, LLC (CLASS INCOME PRODUCING REAL ASSETS)Other Private Fund186$295.7M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS DIVERSIFYING STRATEGIES)Other Private Fund76$104.9M$250K
AVALON HIGH INCOME MUNICIPAL FUND, L.P.Other Private Fund97$87.5M$75K
AVALON GLOBAL REAL ASSETS FUND, LPPrivate Equity Fund78$76.5M$500K
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V-RE)Other Private Fund91$67.5M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS GHOST TREE)Private Equity Fund76$66.6M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V)Private Equity Fund79$62.2M$250K
AVALON PRIVATE ENERGY FUND, LPPrivate Equity Fund56$46.6M$500K
AVALON INVESTMENT PARTNERS, LLC (CLASS EMERGING MARKETS DEBT)Other Private Fund12$36.0M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS GLOBAL EQUITIES)Other Private Fund23$26.2M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS PRIVATE FUND II)Private Equity Fund106$24.6M$250K
AVALON CARLYLE PRIVATE EQUITY FUND I, LPPrivate Equity Fund33$20.9M$500K
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS III)Private Equity Fund24$16.7M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS LTC)Private Equity Fund22$14.2M$250K
AVALON INVESTMENT PARTNERS, LLC (CLASS EMERGING MARKETS EQUITIES)Other Private Fund7$2.4M$250K

Fund service providers (2)

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