0001572298-14-000003.txt : 20140331 0001572298-14-000003.hdr.sgml : 20140331 20140328181225 ACCESSION NUMBER: 0001572298-14-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20140331 DATE AS OF CHANGE: 20140328 EFFECTIVENESS DATE: 20140331 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Avalon Carlyle Private Equity Fund I, LP CENTRAL INDEX KEY: 0001572298 IRS NUMBER: 460794727 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-194235 FILM NUMBER: 14727188 BUSINESS ADDRESS: STREET 1: 2929 ALLEN PARKWAY, SUITE 3000 CITY: HOUSTON STATE: TX ZIP: 77019-7100 BUSINESS PHONE: 713-238-2058 MAIL ADDRESS: STREET 1: 2929 ALLEN PARKWAY, SUITE 3000 CITY: HOUSTON STATE: TX ZIP: 77019-7100 D/A 1 primary_doc.xml X0707 D/A LIVE 0001572298 Avalon Carlyle Private Equity Fund I, LP 2929 ALLEN PARKWAY, SUITE 3000 HOUSTON TX TEXAS 77019-7100 713-238-2050 DELAWARE None None Limited Partnership true 2012 N/A N/A Avalon Carlyle Private Equity Fund I GP, LLC 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Promoter General Partner of the Issuer ("General Partner") N/A N/A Avalon Advisors, LLC 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Promoter Investment Manager to the Issuer ("Investment Manager") Robert P. Gauntt 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Executive Officer Principal of the Investment Manager Henry J. Lartigue 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Executive Officer Principal of the Investment Manager Willie T. Langston 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Executive Officer Principal of the Investment Manager Kevin J. Lilly 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Executive Officer Principal of the Investment Manager N/A N/A Avalon Wealth Management LLC 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 Promoter Affiliated Broker-Dealer / Placement Agent ("Placement Agent") Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.7 true 0000945621-13-000136 2013-03-28 true true false 500000 Avalon Wealth Management, LLC 162745 None None 2929 Allen Parkway, Suite 3000 Houston TX TEXAS 77019-7100 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA GA GEORGIA KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MO MISSOURI NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA PA PENNSYLVANIA TX TEXAS UT UTAH WY WYOMING false Indefinite 45000000 Indefinite false 32 250000 true 0 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. 0 false Avalon Carlyle Private Equity Fund I, LP Peggy E. Lebert Peggy E. Lebert Chief Compliance Officer 2014-03-28