Avalon Worldwide, LP
Avalon Worldwide, LP is a hedge fund based in San Francisco, California. According to its most recent Form D, filed Apr 24, 2026, the fund has sold $95,028,215 of interests to 48 investors since its first sale in Apr 2000. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Nancy Kukacka; Avalon Global Asset Management, LLC; Agam GP LLC.
Performance
No returns have been reported for this fund. As a rough guide, Avalon Global Asset Management LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +47.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +81.3% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $95,028,215Cumulative sales reported on Form D
- Investors
- 48
- First sale
- Apr 1, 2000
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Other exemption
- Key people and entities
- Nancy Kukacka; Avalon Global Asset Management, LLC; Agam GP LLC
- Latest Form D
- Apr 24, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Avalon Worldwide, LP
What is the minimum investment for Avalon Worldwide, LP?
According to its latest Form D, filed Apr 24, 2026, the minimum investment Avalon Worldwide, LP accepts from an outside investor is $1,000,000.
Who can invest in Avalon Worldwide, LP?
Avalon Worldwide, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How much has Avalon Worldwide, LP raised?
Avalon Worldwide, LP reports $95,028,215 sold from 48 investors on its Form D filed Apr 24, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Avalon Worldwide, LP based?
Avalon Worldwide, LP is based in San Francisco, California and is managed by Avalon Global Asset Management LLC.
When did Avalon Worldwide, LP launch?
Avalon Worldwide, LP reports its first sale in Apr 2000.
Size compared with every hedge fund
Raised more than 66% of the 1,049 hedge funds based in California, and more than 57% of all 10,129 that report sales.