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Avalon Trust
Avalon Trust was established in 1998 in Santa Fe, New Mexico. It functions as a wealth manager serving a limited number of clients with tailored investment and...
Avalon Trust
Avalon Trust was established in 1998 in Santa Fe, New Mexico. It functions as a wealth manager serving a limited number of clients with tailored investment and planning needs. The firm allocates across venture capital strategies. It maintains exposure to early-stage and growth equity opportunities. No specific portfolio companies or co-investors are publicly identified in available records. Operations remain concentrated in the United States. Team size and additional offices are not disclosed. No adjacent vehicles such as foundations or operating businesses appear in records. No operational events from the last 24 months are documented. The firm follows a traditional wealth manager structure without hybrid fund vehicles or external GP commitments noted.
General information
Firm type
Wealth Manager
Year founded
1998
AUM
2000 (Altss estimate)
Location
Region
North America
Country
United States
City
Santa Fe
Corporate office
Santa Fe, NM, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Avalon Trust?
No named principals or CIO are identified in public records.
Does Avalon Trust participate in fund commitments or only direct deals?
Records indicate venture capital exposure but provide no detail on fund commitments versus direct investments.
What investment stages does Avalon Trust typically target?
Venture capital generalist tag appears in records without stage-specific confirmation.
Where does the underlying wealth come from?
Wealth origin is not disclosed.
Is Avalon Trust structured as a single family office?
It operates as a wealth manager serving multiple families rather than a single-family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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