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Alley Investment Management Company, LLC

● SEC registered since 2021CRD 317544SEC# 801-122856Lake Forest, IL
Export (members)
Reg. AUM
$843.7M
Employees
8
Accounts
455
Location
Lake Forest, IL

Alley Investment Management Company, LLC assets under management

Alley Investment Management Company, LLC is an SEC-registered investment adviser based in Lake Forest, IL. The firm has been registered since 2021. It reports $843.7 million in regulatory assets under management and employs 8 people.

Alley Investment Management Company, LLC owners & executives

15 reported
NameTitleOwnershipSince
Focus Operating, LLC ControlMember (manager)Over 75%2021
Rik Willis Duryea ControlManaging DirectorUnder 5%2021
Stacy Carol AmbrosiniChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Alley Investment Management Company, LLC manage?

Alley Investment Management Company, LLC reports $843.7 million in regulatory assets under management on its Form ADV.

How many employees does Alley Investment Management Company, LLC have?

Alley Investment Management Company, LLC reports 8 employees.

Where is Alley Investment Management Company, LLC located?

Alley Investment Management Company, LLC is based in Lake Forest, IL and has been SEC-registered since 2021.

Does Alley Investment Management Company, LLC disclose fund performance?

Alley Investment Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address272 Market Square, Suite 214, Lake Forest, IL 60045
Phone847-482-0938
Office hours7:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1917618
Discloses disciplinary historyNo

Assets under management

Discretionary$843.7M
Non-discretionary$0
Total (RAUM)$843.7M