Avalon Trust is a wealth manager based in Santa Fe, United States, founded in 1998. Verified contact details, AUM data, and investment preferences on FindLPs.
Avalon Trust (Avalon) is a wealth management firm based in Santa Fe, New Mexico. Established in 1998, the firm specializes in investment management, corporate trustee, estate planning, family office, and philanthropy. The assets of the firm are managed by the executive management team.
Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 125 Lincoln Avenue
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.