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Avalon Capital Management
Avalon Capital Management is a boutique, independent institutional investor and wealth management firm headquartered in Redwood City, California, with $582...
Avalon Capital Management
Avalon Capital Management is a boutique, independent institutional investor and wealth management firm headquartered in Redwood City, California, with $582 million in assets under management. The firm serves high-net-worth clients including professionals, tech executives, entrepreneurs, inheritors, creatives, and educators. Avalon’s investment strategy centers on a dynamic process designed to protect downside and capture upside, aiming to generate consistency rather than volatility across market environments. The firm identifies portfolio risks and acts on opportunities to help clients thrive in up markets and preserve capital in down markets. For tech executives and entrepreneurs, Avalon provides risk management and portfolio optimization tailored to the complexities of concentrated wealth and busy professional lives. For inheritors, the firm offers holistic, personalized planning focused on preserving family legacy across generations. Avalon is one of the only female-owned investment firms in California and has provided individualized guidance to clients in the Bay Area and beyond for over 30 years.
General information
Firm type
Institutional Investor
AUM
$582 million
Location
Country
United States
City
Redwood City
Corporate office
Redwood City, United States
Sector focus
Frequently asked questions
What is Avalon Capital Management’s assets under management?
Avalon Capital Management has $582 million in assets under management.
Who does Avalon Capital Management serve?
The firm serves high-net-worth clients including professionals, tech executives and entrepreneurs, inheritors, creatives, and educators.
What is Avalon’s investment approach?
Avalon uses a dynamic process focused on protecting downside and capturing upside, aiming to generate consistency across market environments by identifying portfolio risks and acting on opportunities.
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