Form D · Other Investment Fund

Avalon PE Investments, L.P.

Fort Worth, TX · CIK 0001996336

Offering snapshot reported Oct 13, 2023 · SEC filing

Reported sold
$634M
Offering amount: $634M
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 30, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 13, 2023Initial$634,000,000No comparison6SEC 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
021-494730

Source: Form D, filed Oct 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 PE INVESTMENTS, L.P.

Investment adviser: JASPER RIDGE PARTNERS, L.P.

Gross asset value
$662M
Beneficial owners
6
ADV minimum commitment
$0

Reported in Form ADV on Aug 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP FT WORTH, Texas, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Filing source

Form ADV 2115073 · Aug 4, 2026 · Schedule D 7.B.(1), fund 805-7461874243

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
L.P. Avalon Genpar, Executive
Llc Avalon Mgp, Executive
Raymond Durham Executive
Richard Hayes Executive
L.P. Jasper Ridge Partners, Promoter
Julie Porter Executive
Rajesh Swaminathan Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
201 Main Street Suite 1000
Fort Worth, TX, 76102