Form D · Hedge Fund

Avalon Worldwide, Ltd.

Camana Bay, Grand Cayman, E9 · CIK 0001546565

Offering snapshot reported Apr 24, 2026 · SEC filing

Reported sold: $99.6M
Investors reported: 2
Minimum accepted: $1M
First sale: Apr 1, 2000

Fundraising history

Reported sold

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.

Reported sold$98,857,215 → $99,582,215

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 24, 2026	Amendment	$99,582,215	$725,000vs Apr 24, 2025	2	SEC filing
Apr 24, 2025	Amendment	$98,857,215	$100,000vs Apr 24, 2024	2	SEC filing
Apr 24, 2024	Amendment	$98,757,215	$2,025,000vs Apr 24, 2023	2	SEC filing
Apr 24, 2023	Amendment	$96,732,215	$0vs Apr 25, 2022	2	SEC filing
Apr 25, 2022	Amendment	$96,732,215	$0vs Apr 23, 2021	2	SEC filing
Apr 23, 2021	Amendment	$96,732,215	$145,000vs Apr 23, 2020	2	SEC filing
Apr 23, 2020	Amendment	$96,587,215	$1,200,000vs Apr 23, 2019	2	SEC filing
Apr 23, 2019	Amendment	$95,387,215	$4,500,000vs Apr 23, 2018	2	SEC filing
Apr 23, 2018	Amendment	$90,887,215	$300,000vs Apr 21, 2017	2	SEC filing
Apr 21, 2017	Amendment	$90,587,215	$0vs Apr 22, 2016	2	SEC filing
Apr 22, 2016	Amendment	$90,587,215	$2,000,000vs Apr 23, 2015	2	SEC filing
Apr 23, 2015	Amendment	$88,587,215	$0vs Apr 23, 2014	2	SEC filing
Apr 23, 2014	Amendment	$88,587,215	$0vs Apr 24, 2013	2	SEC filing
Apr 24, 2013	Amendment	$88,587,215	$1,600,000vs Apr 26, 2012	2	SEC filing
Apr 26, 2012	Initial	$86,987,215	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-177268

Total amount sold represents the aggregate investments of 2 feeder funds that have been the only investors in the issuer.

Source: Form D, filed Apr 24, 2026. 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 WORLDWIDE, LTD.

Investment adviser: AVALON GLOBAL ASSET MANAGEMENT LLC

Gross asset value: $137M
Beneficial owners: 13
ADV minimum commitment: $1M

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC MISSISSAUGA, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LTD CAMANA BAY, Cayman Islands

Custodian MORGAN STANLEY & CO. LLC SAN FRANCISCO, California, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LTD
PCAOB 1655

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2076068 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-1055004737

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
Name	Reported role
N/A Avalon Global Asset Management, Llc	Promoter
Jeffery Christian	Executive, Promoter
Nancy Kukacka	Executive, Promoter
Peter Young	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

45 Market St., Suite 3205, 2 Nd Floor
Camana Bay, Grand Cayman, E9, KY1-9003