AVALAN, LLC
CRD #156109 SEC #801-107405 SANTA BARBARA, CA 805-962-7725
SEC Registered Private Funds
Total AUM
$488.9M
Discretionary
$473.1M
Employees
10
Clients
1
Accounts
629
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $488.9M | $473.1M | $15.8M | 10 | 0 |
| Mar 2025 | $488.9M | $473.1M | $15.8M | 10 | 0 |
| Oct 2024 | $405.4M | $375.3M | $30.1M | 10 | 0 |
| May 2024 | $405.4M | $375.3M | $30.1M | 10 | 0 |
| Mar 2024 | $405.4M | $375.3M | $30.1M | 10 | 0 |
| Nov 2023 | $349.3M | $324.4M | $24.9M | 10 | 0 |
| Apr 2023 | $349.3M | $324.4M | $24.9M | 10 | 0 |
| Apr 2022 | $452.3M | $430.3M | $22M | 11 | 0 |
| Mar 2022 | $452.3M | $430.3M | $22M | 11 | 0 |
| Mar 2021 | $275.9M | $265.3M | $10.6M | 9 | 0 |
| Jun 2020 | $233.7M | $210.4M | $23.3M | 6 | 0 |
| Mar 2020 | $233.7M | $210.4M | $23.3M | 6 | 0 |
| Mar 2019 | $169.1M | $156.7M | $12.4M | 3 | 0 |
| Mar 2019 | $169.1M | $156.7M | $12.4M | 3 | 0 |
| Sep 2018 | $238M | $222M | $16M | 4 | 0 |
| Apr 2018 | $238M | $222M | $16M | 4 | 0 |
| Mar 2018 | $238M | $222M | $16M | 4 | 0 |
| Sep 2017 | $185M | $169.6M | $15.5M | 7 | 200 |
| Mar 2017 | $185M | $169.6M | $15.5M | 6 | 200 |
| Aug 2016 | $149.6M | $137.7M | $11.9M | 6 | 100 |
| Apr 2016 | $149.6M | $137.7M | $11.9M | 6 | 100 |
| Mar 2016 | $102M | $82M | $20M | 6 | 100 |
| May 2014 | $70M | $50M | $20M | 3 | 26 |
| Apr 2014 | $70M | $50M | $20M | 3 | 26 |
| Aug 2013 | $41.1M | $35M | $6M | 3 | 26 |
DateSep 2025
Total AUM$488.9M
Discretionary$473.1M
Non-Disc.$15.8M
Employees10
Clients0
DateMar 2025
Total AUM$488.9M
Discretionary$473.1M
Non-Disc.$15.8M
Employees10
Clients0
DateOct 2024
Total AUM$405.4M
Discretionary$375.3M
Non-Disc.$30.1M
Employees10
Clients0
DateMay 2024
Total AUM$405.4M
Discretionary$375.3M
Non-Disc.$30.1M
Employees10
Clients0
DateMar 2024
Total AUM$405.4M
Discretionary$375.3M
Non-Disc.$30.1M
Employees10
Clients0
DateNov 2023
Total AUM$349.3M
Discretionary$324.4M
Non-Disc.$24.9M
Employees10
Clients0
DateApr 2023
Total AUM$349.3M
Discretionary$324.4M
Non-Disc.$24.9M
Employees10
Clients0
DateApr 2022
Total AUM$452.3M
Discretionary$430.3M
Non-Disc.$22M
Employees11
Clients0
DateMar 2022
Total AUM$452.3M
Discretionary$430.3M
Non-Disc.$22M
Employees11
Clients0
DateMar 2021
Total AUM$275.9M
Discretionary$265.3M
Non-Disc.$10.6M
Employees9
Clients0
DateJun 2020
Total AUM$233.7M
Discretionary$210.4M
Non-Disc.$23.3M
Employees6
Clients0
DateMar 2020
Total AUM$233.7M
Discretionary$210.4M
Non-Disc.$23.3M
Employees6
Clients0
DateMar 2019
Total AUM$169.1M
Discretionary$156.7M
Non-Disc.$12.4M
Employees3
Clients0
DateMar 2019
Total AUM$169.1M
Discretionary$156.7M
Non-Disc.$12.4M
Employees3
Clients0
DateSep 2018
Total AUM$238M
Discretionary$222M
Non-Disc.$16M
Employees4
Clients0
DateApr 2018
Total AUM$238M
Discretionary$222M
Non-Disc.$16M
Employees4
Clients0
DateMar 2018
Total AUM$238M
Discretionary$222M
Non-Disc.$16M
Employees4
Clients0
DateSep 2017
Total AUM$185M
Discretionary$169.6M
Non-Disc.$15.5M
Employees7
Clients200
DateMar 2017
Total AUM$185M
Discretionary$169.6M
Non-Disc.$15.5M
Employees6
Clients200
DateAug 2016
Total AUM$149.6M
Discretionary$137.7M
Non-Disc.$11.9M
Employees6
Clients100
DateApr 2016
Total AUM$149.6M
Discretionary$137.7M
Non-Disc.$11.9M
Employees6
Clients100
DateMar 2016
Total AUM$102M
Discretionary$82M
Non-Disc.$20M
Employees6
Clients100
DateMay 2014
Total AUM$70M
Discretionary$50M
Non-Disc.$20M
Employees3
Clients26
DateApr 2014
Total AUM$70M
Discretionary$50M
Non-Disc.$20M
Employees3
Clients26
DateAug 2013
Total AUM$41.1M
Discretionary$35M
Non-Disc.$6M
Employees3
Clients26