PPrivate Fund Data Log in Join · $37/mo

Allio Advisors LLC

CRD 317938SEC# 801-123065Seattle, WA
Export (members)
No longer SEC-registered. Allio Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$68K
Employees
6
Accounts
868
Location
Seattle, WA

Allio Advisors LLC assets under management

Allio Advisors LLC operates as an SEC-registered investment adviser based in Seattle, WA. It reports $68,310 in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Allio Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Allio Holdings LLC ControlHolding CompanyOver 75%2021
Daniel Thomas Garcia ControlChief Compliance OfficerUnder 5%2024
Nicolo Perugini ControlCeoUnder 5%2025
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Allio Advisors LLC manage?

Allio Advisors LLC reports $68,310 in regulatory assets under management on its Form ADV.

How many employees does Allio Advisors LLC have?

Allio Advisors LLC reports 6 employees.

Where is Allio Advisors LLC located?

Allio Advisors LLC is based in Seattle, WA.

Does Allio Advisors LLC disclose fund performance?

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

Contact & registration

Address107 Spring Street, 3039a, Seattle, WA 98104
Office hoursBy Appointment Only
Discloses disciplinary historyYes

Assets under management

Discretionary$68K
Non-discretionary$0
Total (RAUM)$68K