AVALON ADVISORS LLC Overview
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 12/31/19. The fund's latest filing disclosed 5BN in positions, representing 103% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 12/31/19. The fund's latest filing disclosed 5BN in positions, representing 103% of the manager's regulatory AUM.
AVALON ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AVALON ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.55% | Tech | -15.43% | -0.04% | 0 | 34% | ||
| KO | 3.33% | Cons. Staples | -21.98% | -0.28% | 0 | 21% | ||
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FEATURED IN
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 |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
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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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
AVALON ADVISORS LLC Location
2929 ALLEN PARKWAY
SUITE 3000
HOUSTON, Texas
UNITED STATES, 77019-7100
SUITE 3000
HOUSTON, Texas
UNITED STATES, 77019-7100
AVALON ADVISORS LLC Contact Information
Phone Number: 713-238-2050
Fax Number: 713-238-2051
Website: null
Fax Number: 713-238-2051
Website: null
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