Choreo Partner Alliance, LLC

RIASEC RegisteredEst. 2023
Total AUM
—
Avg account
$0
Accounts
0
Employees
13
Advisory reps
15

Firm details

Headquarters
Rockford, Illinois
CRD number
325238
Registered since
May 3, 2023
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Choreo Partner Alliance, LLC is a limited liability company operating as an institutional registered investment adviser (SEC-registered in 2023). The firm describes itself primarily as a capital allocator whose advisory activity centers on the selection of other advisers rather than acting as a traditional discretionary manager for retail accounts. Its organizational affiliations extend beyond a single-adviser role: the firm is connected with other investment advisers, commodity pool operators/commodity trading advisers (CPO/CTA), an insurance company, and serves as sponsor, general partner, or managing member of pooled investment vehicles. Choreo Partner Alliance is designated a related adviser within its network, uses a nonstandard ("Other") fee arrangement, and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 8
  • Christopher DeBlanc

    Christopher DeBlanc

    Managing Member And Chief Compliance OfficerCRD 7226695

  • Lawrence Miles

    Lawrence Miles

    Chief Executive OfficerCRD 4549340

  • Matthew Gotlin

    Matthew Gotlin

    Chief Investment Officer & Managing DirectorCRD 2498059

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Contacts

3 of 7
  • Shannon Laymon-pecoraro

    Shannon Laymon-pecoraro

    PartnerCRD 5923994

  • Raymond Morrill

    Raymond Morrill

    Senior Director, Wealth ManagementCRD 6126449

  • Jason Van De Loo

    Jason Van De Loo

    Executive Vice PresidentCRD 7222530

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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

Rockford, IL

Winnebago

Location

Rockford, IL

Headquartered in Rockford, IL, anchoring the Rockford-Freeport-Rochelle, IL metro in the Midwest.

Metro area
Rockford-Freeport-Rochelle, IL
Region
Midwest
County
Winnebago
Address
6735 Vistagreen Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth