Avalon Advisors overview
Stories about Avalon Advisors
Carlyle invests in wealth manager
The firm, led by David Rubenstein, is acquiring a minority position in Avalon Advisors, which is partially owned by CapStreet spin-out Platform Partners.
Avalon Advisors contact information
Offices
Contacts
| Name | Job title | Location | |
|---|---|---|---|
| Key Contact | Job titleChief Investment Officer | LocationHouston, United States | Email |
Job titleManaging Director and Portfolio Manager | LocationHouston, United States | Email | |
Job titleExecutive Vice Chairman and Co-Founding Partner | LocationHouston, United States | Email | |
Job titleCo-Founder and Portfolio Manager | LocationHouston, United States | Email | |
Avalon Advisors funds managed
Closed funds: 3
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size | Close dateMar 2013 | Strategy | |
Fund size | Close date- | Strategy | |
Fund size | Close date- | Strategy | |