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 privately held LLC that has been SEC-registered since 2012 and is owned by an individual. The firm’s stated advisory activity is portfolio management for businesses or institutional clients. It operates under a fixed-fee pricing model and does not identify as an active ESG investor. Alumina is not presented as a multi-state adviser, pension consultant, related adviser, or capital allocator in the available data.
Assets & Accounts
Investments & Alternatives
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 1CAREN 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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