Form D · Other Investment Fund
Avalon Investment Partners, LLC
Houston, TX · CIK 0001782508
Offering snapshot reported Jul 13, 2023 · SEC filing
- Reported sold
- $10.9M Offering amount: $50M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 1, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 13, 2023 | Initial | $10,900,000 | No comparison | 7 | SEC filing |
| Apr 5, 2023 | Initial | $4,000,000 | No comparison | 2 | SEC filing |
| Feb 23, 2023 | Initial | $800,000 | No comparison | 4 | SEC filing |
| Jan 18, 2023 | Initial | $10,255,000 | No comparison | 29 | SEC filing |
| Nov 16, 2022 | Initial | $10,150,000 | No comparison | 12 | SEC filing |
| Jan 4, 2022 | Initial | $34,985,000 | No comparison | 53 | SEC filing |
| Jan 4, 2022 | Initial | $20,000,000 | No comparison | 2 | SEC filing |
| Apr 14, 2021 | Initial | $3,250,000 | No comparison | 6 | SEC filing |
| Apr 14, 2021 | Initial | $11,350,000 | No comparison | Not reported | SEC filing |
| Feb 23, 2021 | Initial | $8,851,000 | No comparison | 15 | SEC filing |
| Feb 23, 2021 | Initial | $8,765,000 | No comparison | 11 | SEC filing |
| Jan 22, 2021 | Initial | $30,150,000 | No comparison | 31 | SEC filing |
| Jan 22, 2021 | Initial | $28,275,000 | No comparison | 25 | SEC filing |
| Oct 14, 2020 | Initial | $10,785,000 | No comparison | 21 | SEC filing |
| Sep 9, 2020 | Initial | $11,185,000 | No comparison | 21 | SEC filing |
| Jul 15, 2019 | Initial | $5,565,000 | No comparison | 22 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-486696
Private Natural Resources Fund I Class
Source: Form D, filed Jul 13, 2023. 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 INVESTMENT PARTNERS, LLC (CLASS 2020 PRIVATE CAPITAL PE-V)
Investment adviser: CORIENT IA LP
- Gross asset value
- $84.4M
- Beneficial owners
- 79
- ADV minimum commitment
- $250K
Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
ZIONS BANCORPORATION, N.A.
LEI 8WH0EE09O9V05QJZ3V89
Filing source
Form ADV 2118156 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-4145413878
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.
| Name | Reported role |
|---|---|
| N/A Avalon Advisors, Llc | Executive |
| . Avalon Advisors, Llc | Executive |
| N/A Cipwgp, Llc | Executive |
| Chris Halaska | Executive |
| Robert K. Hatcher | Executive |
| Willie Langston | Executive |
| Alexander Chase Robinson | Executive |
| Tom Roupe | Executive |
| Thomas Roupe | Executive |
| Eugene William Stone, Ii | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Houston, TX, 77019