Form D · Other Investment Fund

Avalon Carlyle Private Equity Fund I, LP

Houston, TX · CIK 0001572298

Offering snapshot reported Mar 31, 2014 · SEC filing

Reported sold
$45M
Indefinite offering
Investors reported
32
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Mar 28, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$22.5M$45MMar 29, 2013: $45,000,000.00Mar 29, 2013Mar 31, 2014: $45,000,000.00Mar 31, 2014

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2014Amendment$45,000,000$0vs Mar 29, 201332SEC filing
Mar 29, 2013Initial$45,000,000No comparison32SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$250K (estimated)
Finders' fees
$0
Form D file number
021-194235
Offers and sales of limited partnership interests in the fund are made through Avalon Wealth Management LLC ("AWM"). AWM receives a fixed % of the mgmt fees paid to Avalon Advisors, LLC that are attributable to investors introduced to the Issuer by AWM.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Avalon Wealth Management, LLC162745

Source: Form D, filed Mar 31, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

AVALON CARLYLE PRIVATE EQUITY FUND I, LP

Investment adviser: CORIENT IA LP

Gross asset value
$6.02M
Beneficial owners
33
ADV minimum commitment
$500K

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C GLOBEOP DIVISION OF SS&C TECHNOLOGIES, INC HALFAX, NOVA SCOCIA, Canada Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MELTON & MELTON, LLP HOUSTON, Texas, United States
Custodian NATIONAL FINANCIAL SERVICES LLC WEST LAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MELTON & MELTON, LLP
PCAOB 777

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2118156 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-3285859535

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A N/A Avalon Advisors, Llc Promoter
N/A N/A Avalon Carlyle Private Equity Fund I Gp, Llc Promoter
N/A N/A Avalon Wealth Management Llc Promoter
N/A N/A Avalon Wealth Management, Llc Promoter
Robert P. Gauntt Executive
Willie T. Langston Executive
Henry J. Lartigue Executive
Kevin J. Lilly Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2929 Allen Parkway, Suite 3000
Houston, TX, 77019-7100