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AVALA GLOBAL LP

NEW YORK, NY · CRD 323053 · IAPD ↗ · (212) 226-5900

$3.82BRegulatory AUM
12Advisory reps
21Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
July 2026 — AVALA GLOBAL LP reported RAUM up 43% ($2.66B -> $3.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
March 2026 — AVALA GLOBAL LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2025 — AVALA GLOBAL LP reported RAUM up 40% ($1.90B -> $2.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — AVALA GLOBAL LP grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
February 2024 — AVALA GLOBAL LP reported RAUM up 66% ($1.04B -> $1.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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