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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHUETTE, RICHARD, ALLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| COURAIN, KATHRYN, E | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
| MADLEM, PETER, WHITE | I | SHAREHOLDER | B | Control |
Registrations
Federal
IA
Sep 23, 2025 REGISTERED
Notice Filings (7)
CA FL IL MI TX UT WA
Address
233 E CARILLOSUITE B
SANTA BARBARA, CA 93101
United States
Phone: 805-962-7725