Alan D Biller & Associates, Inc.
● SEC registered since 1995CRD 105283SEC# 801-48432Menlo Park, CA
Reg. AUM
$65.07B
Employees
51
Accounts
52
Location
Menlo Park, CA
About Alan D Biller & Associates
Alan Biller and Associates provides independent fiduciary investment consulting to U.S. institutional investors, including traditional consulting and discretionary OCIO services. Work spans policy advice, manager search and monitoring, performance reporting, and portfolio oversight without sponsored proprietary products.
Summary based on the firm’s website.
Alan D Biller & Associates, Inc. assets under management
Alan D Biller & Associates, Inc. is a registered investment adviser overseen by the SEC based in Menlo Park, CA. The firm has been registered since 1995. It reports $65.1 billion in regulatory assets under management and employs 51 people.
Alan D Biller & Associates, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aileen Elizabeth Burrows Control | Chief Operating Officer | Under 5% | 2021 |
| Alan David Biller Control | Chairman, Chief Financial Officer, Chief Executive Officer | 25-50% | 1982 |
| Asad Asif Ali Control | President | Under 5% | 2018 |
| Jennifer Christine Newell Control | Chief Executive Officer | Under 5% | 2018 |
| Nancy Tarabochia Melton Control | Vice Chair | 25-50% | 1991 |
| Ralph Philip Goldsticker Control | Chief Investment Officer | Under 5% | 2016 |
| Simon Paul Lim Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Alan D Biller & Associates, Inc. manage?
Alan D Biller & Associates, Inc. reports $65.1 billion in regulatory assets under management on its Form ADV.
How many employees does Alan D Biller & Associates, Inc. have?
Alan D Biller & Associates, Inc. reports 51 employees.
Where is Alan D Biller & Associates, Inc. located?
Alan D Biller & Associates, Inc. is based in Menlo Park, CA and has been SEC-registered since 1995.
Does Alan D Biller & Associates, Inc. disclose fund performance?
Alan D Biller & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 535 Middlefield Rd., Suite 230, Menlo Park, CA 94025 |
| Phone | 650-328-7283 |
| Fax | 650-323-4417 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$65.07B▲ 10%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,389 advisers
EmployeesTop 12%
More than 88% of 16,799 advisers
Assets under management
$65.07Bregulatory AUM
Discretionary $65.07B