A.g.p. / Alliance Global Partners, LLC
● SEC registered since 2009CRD 8361SEC# 801-70276Westport, CT
Ranks #1,772 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$2.95B
Fund GAV
$1.1M
Private funds
1
Employees
332
Accounts
7,490
Location
Westport, CT
About A.g.p. / Alliance Global Partners
Alliance Global Partners of the Lowcountry is a wealth management practice serving affluent retirees, pre-retirees, business owners, and families. It focuses on retirement income planning, tax mitigation, estate coordination, and investment management, using a FUSE formula that combines investment consulting, advanced planning, and relationship management. Services also cover private wealth, business planning, and 401(k) plan work.
Summary based on the firm’s website.
A.g.p. / Alliance Global Partners, LLC assets under management
A.g.p. / Alliance Global Partners, LLC is an investment advisory firm registered with the SEC based in Westport, CT. The firm has been registered since 2009. It reports $2.9 billion in regulatory assets under management and employs 332 people. A.g.p. / Alliance Global Partners, LLC manages 1 private fund with combined gross assets of $1.1 million, including GP Advisor Fund, LLC. By regulatory assets, it ranks 1,772 of 5,974 private fund managers.
A.g.p. / Alliance Global Partners, LLC private funds
1 funds · $1.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| GP Advisor Fund, LLC | Other Private | $1.1M | — |
A.g.p. / Alliance Global Partners, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alliance Global Holdings, Inc. Control | Holding Company | Over 75% | 2021 |
| Anthony Joseph Lauriello | Municipal Securities Principal | Under 5% | 2019 |
| Craig Erin Klein Control | Cfo, Principal Financial Officer | Under 5% | 2019 |
| John Joseph Venezia Control | Chief Compliance Officer - Broker Dealer, Ria | Under 5% | 2019 |
| Phillip William Michals Control | Chief Executive Officer | Under 5% | 2019 |
| Raffaele Gambardella Control | Coo/Chief Risk Officer | Under 5% | 2020 |
| Thomas Joseph Higgins | Principal Operations Officer | Under 5% | 2018 |
| Timothy Francis Cassidy | Administration Officer | Under 5% | 2026 |
| David Arthur Bocchi Control | Trustee | Over 75% | 2020 |
| David Bocchi Family Trust Control | Partner | 25-50% | 2021 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does A.g.p. / Alliance Global Partners, LLC manage?
A.g.p. / Alliance Global Partners, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does A.g.p. / Alliance Global Partners, LLC manage?
A.g.p. / Alliance Global Partners, LLC manages 1 private funds with combined gross assets of $1.1 million.
How many employees does A.g.p. / Alliance Global Partners, LLC have?
A.g.p. / Alliance Global Partners, LLC reports 332 employees.
Where is A.g.p. / Alliance Global Partners, LLC located?
A.g.p. / Alliance Global Partners, LLC is based in Westport, CT and has been SEC-registered since 2009.
Does A.g.p. / Alliance Global Partners, LLC disclose fund performance?
A.g.p. / Alliance Global Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 88 Post Road West, 2nd Floor, Westport, CT 06880 |
| Phone | 800-727-7922 |
| Fax | 203-662-9771 |
| Office hours | 7:00 To 6:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.95B▲ 28%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,369 advisers
AUM vs fund managersTop 30%
Larger than 70% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 2%
More than 98% of 16,804 advisers
Assets under management
$2.95Bregulatory AUM
Discretionary $2.45BNon-discretionary $490.2M
Service providers
Custodian