Alan Biller And Associates

RIASEC RegisteredEst. 1995
Total AUM
$65.1B
Discretionary
$65.1B
100% of AUM
Avg account
$1.3B
Accounts
52
Employees
51
Advisory reps
7

Firm details

Headquarters
Menlo Park, California
CRD number
105283
Registered since
February 8, 1995
Website
www.alanbiller.com
Custodians
THE BANK OF NEW YORK MELLON INSTITUTIONAL BANK
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Pension & Profit Sharing Plans87.28%
  • Other12.71%
  • Charitable Organizations0.01%
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Alan Biller And Associates is a corporate, SEC-registered institutional RIA that acts as a capital allocator for institutional clients. The firm has been registered since 1995 and provides advisory services centered on pension consulting and the selection of external managers. Its fee structures include percentage-of-AUM arrangements plus hourly, fixed-fee, and other billing options. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 65%, Public Funds/Mutual Funds 29%, Investment Grade Corp Bonds 3%, Exchange Traded Equities 1%, US Government Bonds 1%, Cash & Cash Equivalents 1%65%
  • Private Funds65%
  • Public Funds/Mutual Funds29%
  • Investment Grade Corp Bonds3%
  • Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Jennifer Newell

    Jennifer Newell

    Chief Executive OfficerCRD 1555213

  • Ralph Goldsticker

    Ralph Goldsticker

    Chief Investment OfficerCRD 1281043

  • Simon Lim

    Simon Lim

    Principal And Chief Compliance OfficerCRD 2655255

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Contacts

3 of 3
  • Asad Ali

    Asad Ali

    PresidentCRD 4673590

  • Nancy Melton

    Vice ChairCRD 1246671

  • Alan Biller

    Alan Biller

    Founder and ChairmanCRD 1217836

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
535 Middlefield Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth