# AVALON ADVISORS LLC

AVALON ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 112556
- Type: SEC-registered investment adviser
- SEC file number: 801-60244
- Location: 2929 ALLEN PARKWAY, SUITE 3000, HOUSTON, TX, 77019-7124
- Phone: 713-238-2050
- Latest filing: 2023-08-02
- Regulatory AUM: $7.3B
- Discretionary AUM: $7.0B
- Non-discretionary AUM: $277.9M
- Clients: 55
- Accounts: 2,101

## Officers, owners & control persons (45)

_Showing 25 of 45 people._

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS GARTH ALAN | MEMBER, EXECUTIVE OFFICER | — |
| HAWKINS RUSSELL BRIAN | MANAGER; MEMBER | — |
| HUFF RICK ALLEN | MEMBER | — |
| DODDS CHRISTOPHER VINCENT | ELECTED MANAGER | — |
| GARDNER WILLIAM WHITFIELD | MEMBER | — |
| LANGSTON WILLIE THURMAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER; CHIEF EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (+6 more) | — |
| HAWKINS RUSSELL | MANAGER; MEMBER; OWNER | — |
| LILLY KEVIN JOHN | EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER; EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; MANAGER (+2 more) | — |
| GAUNTT ROBERT PAUL | EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER; MANAGER; MEMBER (+2 more) | — |
| MCCOMBS BILLY JOE | MEMBER; OWNER | — |
| LARTIGUE HENRY JAMES | CHIEF INVESTMENT OFFICER, MEMBER, ELECTED MANAGER; CO-CHIEF INVESTMENT OFFICER, MEMBER, ELECTED MANAGER; EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (+4 more) | — |
| CONWAY WILLIAM ELIAS | MEMBER; NON-VOTING MEMBER | — |
| RUBENSTEIN DAVID MARK | MEMBER; NON-VOTING MEMBER | — |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| D'ANIELLO DANIEL ANTHONY | MEMBER; NON-VOTING MEMBER | — |
| BONNER GARY THOMAS | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER; CHIEF OPERATING OFFICER, MEMBER | — |
| HEINTZ ROBERT LEWIS | MEMBER, EXECUTIVE OFFICER | — |
| CREGAN MICHAEL JOSEPH | MEMBER, EXECUTIVE OFFICER | — |
| LUMMIS FREDERICK RICE | ELECTED MANAGER; ELECTED MANAGER, MEMBER | — |
| BRAZELTON FREDERICK WALTER | ELECTED MANAGER; ELECTED MANAGER, MEMBER | — |
| JESULAITIS DAVID JOHN | EXECUTIVE OFFICER, MEMBER; MEMBER, EXECUTIVE OFFICER | — |
| PAVLIK JAMES ALAN | MEMBER, EXECUTIVE OFFICER | — |
| PHELPS JEFFREY | MEMBER,  EXECUTIVE OFFICER | — |
| LEBERT PEGGY ELAINE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER | — |
| QUARLES RANDAL K | ELECTED MANAGER | — |


## Private funds (19)

Mix: Other Private Fund 8 · Private Equity Fund 11

_Showing 15 of 19 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| AVALON INVESTMENT PARTNERS, LLC (CLASS INCOME PRODUCING REAL ASSETS) | Other Private Fund | — | 186 | $295.7M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS DIVERSIFYING STRATEGIES) | Other Private Fund | — | 76 | $104.9M | $250K |
| AVALON HIGH INCOME MUNICIPAL FUND, L.P. | Other Private Fund | — | 97 | $87.5M | $75K |
| AVALON GLOBAL REAL ASSETS FUND, LP | Private Equity Fund | — | 78 | $76.5M | $500K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V-RE) | Other Private Fund | — | 91 | $67.5M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS GHOST TREE) | Private Equity Fund | — | 76 | $66.6M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V) | Private Equity Fund | — | 79 | $62.2M | $250K |
| AVALON PRIVATE ENERGY FUND, LP | Private Equity Fund | — | 56 | $46.6M | $500K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS EMERGING MARKETS DEBT) | Other Private Fund | — | 12 | $36.0M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS GLOBAL EQUITIES) | Other Private Fund | — | 23 | $26.2M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS PRIVATE FUND II) | Private Equity Fund | — | 106 | $24.6M | $250K |
| AVALON CARLYLE PRIVATE EQUITY FUND I, LP | Private Equity Fund | — | 33 | $20.9M | $500K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS III) | Private Equity Fund | — | 24 | $16.7M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS 2020 HS LTC) | Private Equity Fund | — | 22 | $14.2M | $250K |
| AVALON INVESTMENT PARTNERS, LLC (CLASS EMERGING MARKETS EQUITIES) | Other Private Fund | — | 7 | $2.4M | $250K |


## Fund service providers (2)

- administrator: SS&C GLOBEOP DIVISION OF SS&C TECHNOLOGIES, INC — 14 funds
- administrator: SS&C GLOBEOP DIVISION OF SS&C — 5 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112556/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112556/similar
- Related entities: https://search.stillhousedata.com/firm/112556/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112556

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.