# Avalon: portfolio, investments and team

> Avalon is a hedge fund based in United States. 4 investments on record, latest Apr 2018. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/avalon (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Avalon

Filed with the SEC to raise a fund in Jun 2024, closing $1M. Last cheque observed Apr 2018.

Quiet New fund $700K, Jun 2024 Hedge fund

Series A Series C Consulting Impact Investing

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 4 on record

Since the last cheque **3102** days **00** hrs **00** min **00** sec

Median round **$34M** Rounds led **0 of 4**

Pitch Avalon

## Avalon highlights

- 01 4 rounds on record
- 02 Mostly Series A and Series C: 100% of its rounds

## What they do

> Filed 1 private fund offering with the SEC, the most recent in 2016-04 From their own website

- **Type:** Hedge fund (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Consulting Impact Investing
- **Based in:** Santa Fe, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **4 appearances**

- **2018** 1 round
- **Apr** **[Synthorx](https://millionrounds.com/company/synthorx)** Series C · US · FinSMEs **$63M** With 4 others
- **2017** 3 rounds
- **Dec** **[Jnana](https://millionrounds.com/company/jnana)** Series A · US · FinSMEs **$50M** With 4 others
- **Sept** **[Orion Labs](https://millionrounds.com/company/orion-labs)** US · FinSMEs **$18M** With 5 others
- **Jun** **[Talla](https://millionrounds.com/company/talla)** Series A · US · FinSMEs **$8.3M** With 3 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **24 named**

AC **Alexander Chase Robison** Principal of Investment Manager i Filing they signed

AR **Andrew R. Burleson** Principal i Filing they signed

BA **Brett A. Williams** Principal of Investment Manager i Filing they signed

CL **Chad L. Clary** Co-Member of the General Partner i Filing they signed

CJ **Charles J. Luke** Co-Portfolio Manager of the Investment Manager i Filing they signed

CH **Chris Halaska** Chief Investment Officer i Filing they signed

CJ **Christopher J. Davis** Principal of the Management Company i Filing they signed

DE **Dane E. Crunk** Co-Member of the General Partner i Filing they signed

FJ **Franklin J. Ruben** Portfolio Manager of the Investment Manager i Filing they signed

GR **Gabrielle R. Yonke** Principal of the Management Company i Filing they signed

GR **George R. Hollingsworth** Principal of the Management Company i Filing they signed

GD **Gerry D. Mullins, Jr.** Principal of the Management Company i Filing they signed

HJ **Henry J. Lartigue** Principal of the Investment Manager i Filing they signed

JR **Jed R. Stever** Principal i Filing they signed

JC **Jeffery Christian** Managing member of Avalon Global Asset Management, LLC, the managing shareholder i Filing they signed

JS **Jeffrey S. Phelps** Principal of Investment Manager i Filing they signed

JW **John W. Holman, Jr.** General Partner and Investment Manager i Filing they signed

JP **Julie Porter** Executive Officer i Filing they signed

KR **Kelly R. McCammon** Principal of the Management Company i Filing they signed

KJ **Kevin J. Lilly** Principal of the Investment Manager i Filing they signed

MD **Matt Downton** Director i Filing they signed

NK **Nancy Kukacka** Nancy Kukacka is the managing member of Avalon Global Asset Management, LLC, the managing shareholder i Filing they signed

PP **Paulo Pereira Miguel** Director i Filing they signed

PJ **Pereira Julius Baer Family Office Brasil Gestao** Director i Filing they signed

We also hold **35** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

New fund on file

**$700K**

raised in Jun 2024

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Series A Series C

Median round joined **$34M** the round, not its cheque

Led 0 of 4 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Apr 2018

Rounds by stage said on their site

- Series A *2*
- Series C *1*

Cheques by year Led Joined

2017 2018

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## Recently backed

The latest companies Avalon put money into.

[**Orion Labs** $18M · Sept 2017](https://millionrounds.com/company/orion-labs)[**Talla** $8.3M · Jun 2017](https://millionrounds.com/company/talla)

## Quick answers about Avalon

### What does Avalon invest in?

Avalon invests most often at Series A and Series C (100% of the rounds on record), in sectors such as Consulting and Impact Investing.

### How active is Avalon?

4 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2018.

### What has Avalon invested in recently?

Its most recent investments on record: Synthorx (Series C, Apr 2018), Jnana (Series A, Dec 2017) and Orion Labs (Undisclosed round, Sept 2017).

### How big are Avalon's cheques?

The median round it joins is $34M.

### Is Avalon investing now?

No investments in the last 12 months; the latest was in Apr 2018.

### What kind of investor is Avalon?

Avalon is a hedge fund based in Santa Fe, United States.

### Has Avalon raised a new fund?

Its latest fund filing with the SEC was in Jun 2024, reporting $700K raised.

### When was Avalon founded?

Avalon was founded in 1998.

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