AVALAN, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 156109). Regulatory assets under management: $621.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Richard Allen Schuette | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Kathryn E Courain | SHAREHOLDER | — |
| Peter White Madlem | SHAREHOLDER | — |
| SCHUETTE RICHARD ALLEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| COURAIN KATHRYN E | SHAREHOLDER | — |
| MADLEM PETER WHITE | SHAREHOLDER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| AVALAN OPPORTUNITY FUND I, LLC | Private Equity Fund | California | 8 | $800K | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| WESTLAKE VILLAGE | CA | 2 | 805.962.7725 |
| WESTLAKE VILLAGE | CA | 2 | 805.962.7725 |
| SOLVANG | CA | 1 | 805.962.7725 |
| SOLVANG | CA | 1 | 805.962.7725 |