Avalon Global Asset Management provides investment management services to private U.S. and non-U.S. investment funds. Avalon constructs portfolios to meet the investment objectives of the funds it manages, primarily investing in securities with the goal of capital appreciation. Avalon generally follows a global equity long-short strategy. Investors in the funds have no authority to change a fund's investment objectives or limitations, or to remove or replace Avalon.
Assets Under Management$440M
Clients4
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees and other compensation are negotiable in certain circumstances, and arrangements with particular investors may vary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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