Avalan, LLC
● SEC registered since 2016CRD 156109SEC# 801-107405Santa Barbara, CA
Ranks #3,601 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$621.8M
Fund GAV
$800K
Private funds
1
Employees
11
Accounts
768
Location
Santa Barbara, CA
Avalan, LLC assets under management
Avalan, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2016. It reports $621.8 million in regulatory assets under management and employs 11 people. Avalan, LLC manages 1 private fund with combined gross assets of $800,000, including Avalan Opportunity Fund I, LLC. By regulatory assets, it ranks 3,601 of 6,004 private fund managers.
Avalan, LLC private funds
1 funds · $800K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Avalan Opportunity Fund I, LLC | Private Equity | $800K | $25K |
Avalan, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn E Courain Control | Shareholder | 10-25% | 2016 |
| Peter White Madlem Control | Shareholder | 10-25% | 2022 |
| Richard Allen Schuette Control | Managing Member & Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Avalan, LLC manage?
Avalan, LLC reports $621.8 million in regulatory assets under management on its Form ADV.
How many private funds does Avalan, LLC manage?
Avalan, LLC manages 1 private funds with combined gross assets of $800,000.
How many employees does Avalan, LLC have?
Avalan, LLC reports 11 employees.
Where is Avalan, LLC located?
Avalan, LLC is based in Santa Barbara, CA and has been SEC-registered since 2016.
Does Avalan, LLC disclose fund performance?
Avalan, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 233 E Carillo, Suite B, Santa Barbara, CA 93101 |
| Phone | 805-962-7725 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$621.8M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$621.8Mregulatory AUM
Discretionary $544.4MNon-discretionary $77.5M