Avalon Advisors Llc is a hedge fund that manages 4.7 BN dollars in regulatory AUM and has 52 employees, of which 34 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 12/31/21. The fund's latest filing disclosed 4BN in positions, representing 86% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

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AVALON ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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AVALON ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Willie T. Langston Member, Executive Officer, Elected Manager March-2005
Gary T. Bonner Chief Operating Officer, Member June-2007
Kevin J. Lilly Member, Executive Officer, Elected Manager March-2008
Robert P. Gauntt Member, Executive Officer, Elected Manager March-2008
Henry J. Lartigue Managing Partner, Member, Executive Officer, Elected Manager February-2014
Frederick R. Lummis Elected Manager March-2008
David J. Jesulaitis Member, Executive Officer March-2008
Brett A. Williams Member, Executive Officer March-2008
James A. Pavlik Member, Executive Officer January-2009
Peggy E. Lebert Chief Compliance Officer March-2012
Christopher V. Dodds Elected Manager September-2011
Randal K. Quarles Elected Manager September-2011
Jeffrey Phelps Member, Executive Officer January-2013
Alexander C. Robison Director Of Finance February-2014

AVALON ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
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AVALON ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

In managing Client Accounts and providing recommendations to non-discretionary Clients, Avalon uses various investment strategies and methods of analysis, as described below. This section also contains a discussion of the primary risks associated with these investment strategies. However, it is not possible to identify all of the risks associated with investing, and the particular risks applicable to an Account will depend on the nature of the Account, its investment strategy or strategies and the types of securities held by the Account.

While Avalon seeks to manage Accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients and Investors should understand that they could lose some or all of th...
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AVALON ADVISORS LLC Portfolio Concentration


SUITE 3000
UNITED STATES, 77019-7100

AVALON ADVISORS LLC Contact Information

Phone Number: 713-238-2050
Fax Number: 713-238-2051



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