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Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re)

Private Equity FundFund ID 805-5270177692Delaware, United States
Gross assets
$88.1M
Min. investment
$250K
Beneficial owners
92
Size rank
Top 46%
Audited
Yes
Structure
Standalone

About this fund

Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re) is a private equity fund managed by Corient Ia LLC. The fund reports $88.1 million in gross assets, placing it among the top 46% 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 ID805-5270177692
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 Private Capital Pe-V-Re)?

Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re) reports $88.1 million in gross assets, among the top 46% of private funds by size.

What is the minimum investment for Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re)?

The stated minimum investment is $250,000.

Who manages Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re)?

Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re) is managed by Corient Ia LLC.

Does Avalon Investment Partners, LLC (class 2020 Private Capital Pe-V-Re) 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

$88.1M▲ 16%
Jan '25 — $76.1MFeb '25 — $76.1MMar '25 — $72.3MApr '25 — $72.3MMay '25 — $72.3MJun '25 — $72.3MJul '25 — $72.3MAug '25 — $72.3MSep '25 — $72.3MOct '25 — $72.3MNov '25 — $72.3MDec '25 — $72.3MJan '26 — $72.3MFeb '26 — $72.3MMar '26 — $88.1MApr '26 — $88.1MMay '26 — $88.1MJun '26 — $88.1M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 46%
Larger than 54% of 67,041 private funds
Gross assets vs Private Equity FundsTop 42%
Larger than 58% of 31,066 private equity funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons2%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.