| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Smith & Associates Financial Fund, LLC | Private Equity | $4.4M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob and Jolene Holtrop Trust Dated August 17, 2016 | Member | 10-25% | 2023 |
| Thor W. and Lori a. Nelson Trust Agreement Dated Nov. 11, 2005 Control | Member | Over 75% | 2023 |
| Thor William Nelson Control | Chief Compliance Officer | Over 75% | 2009 |
Alliance Investment Management, LLC reports $179.1 million in regulatory assets under management on its Form ADV.
Alliance Investment Management, LLC manages 1 private funds with combined gross assets of $4.4 million.
Alliance Investment Management, LLC reports 5 employees.
Alliance Investment Management, LLC is based in Jenison, MI and has been SEC-registered since 2021.
Alliance Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 507 Baldwin St, Jenison, MI 49428 |
| Phone | 800-890-1246 |
| Fax | 800-916-1246 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $148.4M |
| Non-discretionary | $30.7M |
| Total (RAUM) | $179.1M |