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Avalon Advisors

Avalon Advisors?uq=x1rNslWr
2001 FOUNDED
PRIVATE STATUS
51-60 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
5 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of investment advisory services in the United States. The company provides investment management and advisory services to clients. It also manages equity, fixed income and balanced portfolios for wealthy families, endowments, foundations and trusts.

Formerly Known As
Avalon Advisors L.P
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Primary Office
  • 2929 Allen Parkway
  • Suite 3000
  • Houston, TX 77019
  • United States

+1 (713) 000-0000

Avalon Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Avalon Advisors Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000 000 02-Apr-2013 000000000000000000 Consulting Services (B2B) 00000 00000000
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Avalon Advisors Executive Team (14)

Name Title Board
Seat
Contact
Info
Henry Lartigue Co-Founding Partner & Chief Investment Officer
Chase Robison Chief Financial Officer, Chief Executive Officer & President
Gary Bonner Chief Operating Officer & Partner
Peggy Lebert Chief Compliance Officer & Managing Director
Kevin Lilly Co-Founding Partner & Managing Partner

3 Former Executives

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Avalon Advisors Board Members (3)

Name Representing Role Since Contact
Info
000000 00000000 Avalon Advisors Managing Partner, Co-Founding Partner & Chairman 000 0000

2 Former Board Members

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