Alumina Investment Management
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 164273
- Registered since
- July 2, 2012
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Fixed Fees
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alumina Investment Management is a limited liability company operating as an institutional registered investment adviser since 2012. The firm provides portfolio management services targeted at businesses and institutional clients and bills on a fixed‑fee basis. Alumina reports it is not an active ESG investor, does not function as a capital allocator, and is not registered as a multi‑state adviser. Ownership is listed as individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds100%
Owners & executives
1 of 1
Caren Sterner
Chief Financial Officer & Chief Compliance OfficerCRD 6071238
Contacts
1 of 1Gregory Kares
Managing PartnerCRD 6071237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 5950 Fairview Rd
- Time zone
- ET (UTC-5)
- Office locations
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