| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek A Anderson Control | Chief Compliance Officer | Under 5% | 2025 |
| Forbright Bank Control | Member | Over 75% | 2018 |
| Hugh Michael O'Connor Control | Treasurer | Under 5% | 2018 |
Alliance Partners LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
Alliance Partners LLC reports 25 employees.
Alliance Partners LLC is based in Chevy Chase, MD and has been SEC-registered since 2011.
Alliance Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4445 Willard Avenue, Suite 1100, Chevy Chase, MD 20815-3695 |
| Phone | 301-232-5400 |
| Fax | 301-656-2739 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $374.6M |
| Non-discretionary | $1.87B |
| Total (RAUM) | $2.25B |