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Avalon Investment Partners, LLC (class Income Producing Real Assets)

Other Private FundFund ID 805-9757208329Delaware, United States
Gross assets
$242.8M
Min. investment
$250K
Beneficial owners
170
Size rank
Top 28%
Audited
Yes
Structure
Standalone

About this fund

Avalon Investment Partners, LLC (class Income Producing Real Assets) is a other private fund managed by Corient Ia LLC. The fund reports $242.8 million in gross assets, placing it among the top 28% 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 ID805-9757208329
Fund typeOther Private Fund — FUND PRIMARILY INVESTING IN CORE REAL ESTATE, CORE-PLUS REAL ESTATE AND OTHER REAL ASSET RELATED STRATEGY FUNDS
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 Income Producing Real Assets)?

Avalon Investment Partners, LLC (class Income Producing Real Assets) reports $242.8 million in gross assets, among the top 28% of private funds by size.

What is the minimum investment for Avalon Investment Partners, LLC (class Income Producing Real Assets)?

The stated minimum investment is $250,000.

Who manages Avalon Investment Partners, LLC (class Income Producing Real Assets)?

Avalon Investment Partners, LLC (class Income Producing Real Assets) is managed by Corient Ia LLC.

Does Avalon Investment Partners, LLC (class Income Producing Real Assets) 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

$242.8M▼ 24%
Jan '25 — $318.2MFeb '25 — $318.2MMar '25 — $232.1MApr '25 — $232.1MMay '25 — $232.1MJun '25 — $232.1MJul '25 — $232.1MAug '25 — $232.1MSep '25 — $232.1MOct '25 — $232.1MNov '25 — $232.1MDec '25 — $232.1MJan '26 — $232.1MFeb '26 — $232.1MMar '26 — $242.8MApr '26 — $242.8MMay '26 — $242.8MJun '26 — $242.8M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 28%
Larger than 72% of 67,041 private funds
Gross assets vs Other Private FundsTop 24%
Larger than 76% of 8,892 other private funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.