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AVALON GLOBAL ASSET MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 107785 · IAPD ↗ · 415-615-5200

$553.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — AVALON GLOBAL ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($443.8M -> $553.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
April 2025 — AVALON GLOBAL ASSET MANAGEMENT LLC reported RAUM up 36% ($325.6M -> $443.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — AVALON GLOBAL ASSET MANAGEMENT LLC reported RAUM up 74% ($186.9M -> $325.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.