ALLIANCE INVESTMENT MANAGEMENT, LLC

Overview

Alliance Investment Management, LLC is an SEC-registered investment adviser that blends traditional pooled-vehicle portfolio management with a small private-fund advisory business. The firm works with both individual and family clients as well as institutional investors, delivering discretionary portfolio management for individuals and small businesses and advisory services for pooled investment vehicles. Alliance charges a mix of percentage-of-AUM and fixed fees and does not position itself as an ESG-focused manager. Its organizational structure is a limited liability company and it has been SEC registered since 2021. Investment activity is weighted toward centrally managed public-fund exposure and pooled vehicles rather than a concentrated book of direct equities. The firm also operates a single private equity fund and uses third‑party managers for a range of alternative exposures. Custody and operational relationships are concentrated at Charles Schwab & Co., Inc., which holds the bulk of client assets.

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Location & Offices