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Avalon Investment Partners, LLC (class 2020 Hs III)

Private Equity FundFund ID 805-2475099498Delaware, United States
Gross assets
$13.5M
Min. investment
$250K
Beneficial owners
24
Size rank
Top 74%
Audited
Yes
Structure
Standalone

About this fund

Avalon Investment Partners, LLC (class 2020 Hs III) is a private equity fund managed by Corient Ia LLC. The fund reports $13.5 million in gross assets, placing it among the top 74% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2475099498
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Corient Private Access, LPOther Private$1.2B
Cp Endowment Fund, LPOther Private$475.3M
Corient Diversified Alpha LLCHedge$261.9M
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Frequently asked questions

How large is Avalon Investment Partners, LLC (class 2020 Hs III)?

Avalon Investment Partners, LLC (class 2020 Hs III) reports $13.5 million in gross assets, among the top 74% of private funds by size.

What is the minimum investment for Avalon Investment Partners, LLC (class 2020 Hs III)?

The stated minimum investment is $250,000.

Who manages Avalon Investment Partners, LLC (class 2020 Hs III)?

Avalon Investment Partners, LLC (class 2020 Hs III) is managed by Corient Ia LLC.

Does Avalon Investment Partners, LLC (class 2020 Hs III) disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

C

Service providers

Prime broker
None reported
Administrator
Auditor

Reported gross assets

$13.5M▼ 3%
Jan '25 — $13.9MFeb '25 — $13.9MMar '25 — $13.8MApr '25 — $13.8MMay '25 — $13.8MJun '25 — $13.8MJul '25 — $13.8MAug '25 — $13.8MSep '25 — $13.8MOct '25 — $13.8MNov '25 — $13.8MDec '25 — $13.8MJan '26 — $13.8MFeb '26 — $13.8MMar '26 — $13.5MApr '26 — $13.5MMay '26 — $13.5MJun '26 — $13.5M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 74%
Larger than 26% of 67,041 private funds
Gross assets vs Private Equity FundsTop 73%
Larger than 27% of 31,066 private equity funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons9%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.