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Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Houston, TX HQ: Houston, TX

Avalon Investment & Advisory

$7.3B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($915.2M parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$915.2M
Total AUM: $7.3B
Median Disclosed Amount
$66.6M
Range: $20.9M – $295.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 2 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Avalon Investment & Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Avalon Investment Partners, LLC (Class Income Producing Real Assets)Adviser 7.B Vehicle Fund of Funds 2024
$295.7M
Adviser-managed fund GAV · As of August 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon Investment Partners, LLC (Class Diversifying Strategies)Adviser 7.B Vehicle Fund of Funds 2024
$104.9M
Adviser-managed fund GAV · As of August 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon High Income Municipal Fund, L.P.Adviser 7.B Vehicle Multi-Strategy 2024
$87.5M
Adviser-managed fund GAV · As of August 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon Global Real Assets Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$76.5M
Adviser-managed fund GAV · As of August 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon Investment Partners, LLC (Class Ghost Tree)Adviser 7.B Vehicle Fund of Funds 2024
$66.6M
Adviser-managed fund GAV · As of August 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Avalon Investment & Advisory

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Avalon Investment & Advisory

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Avalon Investment & Advisory (2 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Corient IA LLC

Fund of Funds / Seeder Miami, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avalon Investment Partners, LLC (Class Ghost Tree) (2024 Vintage)
Avalon Investment & Advisory: $295.7M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Corient IA LLC: $318.2M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Avalon High Income Municipal Fund, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Avalon Investment & Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Avalon Investment & Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (2) & CRM export

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Enter your firm email to request pilot onboarding for Avalon Investment & Advisory and our interactive GP workspace.

Strategies Disclosed by Avalon Investment & Advisory

Fund of Funds LPs →Multi-Strategy LPs →

Frequently Asked Questions: Avalon Investment & Advisory

What type of institutional allocator is Avalon Investment & Advisory and what is their typical disclosed ticket size?

Avalon Investment & Advisory is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Houston, TX; Headquarters: Houston, TX). Across 12 historical disclosure records tracked on Prilago ($915.2M total parsed USD across disclosed rows), the median disclosed amount is $66.6M (range: $20.9M to $295.7M).

Which private-market strategies appear in Avalon Investment & Advisory's public disclosures?

Avalon Investment & Advisory has disclosed records across Fund of Funds, Multi-Strategy. Open preview records include Avalon Investment Partners, LLC (Class Income Producing Real Assets) (2024 Vintage), Avalon Investment Partners, LLC (Class Diversifying Strategies) (2024 Vintage), Avalon High Income Municipal Fund, L.P. (2024 Vintage), Avalon Global Real Assets Fund, LP (2024 Vintage).

How are Avalon Investment & Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Avalon Investment & Advisory cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Avalon Investment & Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/avalon-investment-and-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Avalon Investment & Advisory?

In Prilago's bilateral commitment graph, Avalon Investment & Advisory shares resolved underlying fund vehicles with 1 institutional LPs across 2 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Corient IA LLC (2 shared vehicles, e.g. Avalon Investment Partners, LLC (Class Ghost Tree) (2024 Vintage)).

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