PPrivate Fund Data Log in Join · $37/mo

Allen Capital Group, LLC

● SEC registered since 2005CRD 135879SEC# 801-64514Grand Island, NE
Export (members)
Ranks #2,433 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.22B
Fund GAV
$3.4M
Private funds
2
Employees
39
Accounts
6,558
Location
Grand Island, NE

Allen Capital Group, LLC assets under management

Allen Capital Group, LLC is a registered investment adviser overseen by the SEC based in Grand Island, NE. The firm has been registered since 2005. It reports $1.2 billion in regulatory assets under management and employs 39 people. Allen Capital Group, LLC manages 2 private funds with combined gross assets of $3.4 million, including Acg Aerie, LLC. By regulatory assets, it ranks 2,433 of 5,911 private fund managers.

Allen Capital Group, LLC private funds

2 funds · $3.4M GAV
FundTypeGross assetsMin.
Acg Aerie, LLCReal Estate$3.4M$125K
Acg Aerie II, LLCReal Estate$3K$125K

Allen Capital Group, LLC owners & executives

10 reported
NameTitleOwnershipSince
Jenny Nichol ControlChief Financial Officer5-10%2015
Kent Kurtis KochMember5-10%2023
Mark J. Allen Legacy TrustMember10-25%2022
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Allen Capital Group, LLC manage?

Allen Capital Group, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Allen Capital Group, LLC manage?

Allen Capital Group, LLC manages 2 private funds with combined gross assets of $3.4 million.

How many employees does Allen Capital Group, LLC have?

Allen Capital Group, LLC reports 39 employees.

Where is Allen Capital Group, LLC located?

Allen Capital Group, LLC is based in Grand Island, NE and has been SEC-registered since 2005.

Does Allen Capital Group, LLC disclose fund performance?

Allen Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3540 Prairieview Street, Suite 200, Grand Island, NE 68803
Phone308-385-1500
Fax308-398-1234
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1601384
Discloses disciplinary historyNo

Assets under management

Discretionary$1.22B
Non-discretionary$0
Total (RAUM)$1.22B

Service providers