Alliance Investment Management, LLC
● SEC registered since 2021CRD 152012SEC# 801-121504Jenison, MI
Ranks #5,073 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$206.8M
Fund GAV
$4.1M
Private funds
1
Employees
6
Accounts
600
Location
Jenison, MI
Alliance Investment Management, LLC assets under management
Alliance Investment Management, LLC is an SEC-registered investment adviser based in Jenison, MI. The firm has been registered since 2021. It reports $206.8 million in regulatory assets under management and employs 6 people. Alliance Investment Management, LLC manages 1 private fund with combined gross assets of $4.1 million, including Smith & Associates Financial Fund, LLC. By regulatory assets, it ranks 5,073 of 6,004 private fund managers.
Alliance Investment Management, LLC private funds
1 funds · $4.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Smith & Associates Financial Fund, LLC | Private Equity | $4.1M | $100K |
Alliance Investment Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob and Jolene Holtrop Trust Dated August 17, 2016 | Member | 10-25% | 2023 |
| Lori A Nelson | Chief Financial Officer | Under 5% | 2025 |
| Thor W. and Lori a. Nelson Trust Agreement Dated Nov. 11, 2005 Control | Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Alliance Investment Management, LLC manage?
Alliance Investment Management, LLC reports $206.8 million in regulatory assets under management on its Form ADV.
How many private funds does Alliance Investment Management, LLC manage?
Alliance Investment Management, LLC manages 1 private funds with combined gross assets of $4.1 million.
How many employees does Alliance Investment Management, LLC have?
Alliance Investment Management, LLC reports 6 employees.
Where is Alliance Investment Management, LLC located?
Alliance Investment Management, LLC is based in Jenison, MI and has been SEC-registered since 2021.
Does Alliance Investment Management, LLC disclose fund performance?
Alliance Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 507 Baldwin St, Jenison, MI 49428 |
| Phone | 800-890-1246 |
| Fax | 800-916-1246 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.8M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$206.8Mregulatory AUM
Discretionary $173.2MNon-discretionary $33.6M
Service providers
Auditor
Custodian