Alumina Investment Management, LLC
● SEC registered since 2012CRD 164273SEC# 801-76782Charlotte, NC
Reg. AUM
$5.26B
Employees
2
Accounts
1
Location
Charlotte, NC
Alumina Investment Management, LLC assets under management
Alumina Investment Management, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2012. It reports $5.3 billion in regulatory assets under management and employs 2 people.
Alumina Investment Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Alexander Kares Control | Founder/Chief Investment Officer/Chief Compliance Officer/Chief Financial Officer | Over 75% | 2012 |
Frequently asked questions
How much does Alumina Investment Management, LLC manage?
Alumina Investment Management, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.
How many employees does Alumina Investment Management, LLC have?
Alumina Investment Management, LLC reports 2 employees.
Where is Alumina Investment Management, LLC located?
Alumina Investment Management, LLC is based in Charlotte, NC and has been SEC-registered since 2012.
Does Alumina Investment Management, LLC disclose fund performance?
Alumina 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 | 5950 Fairview Rd, Suite 315, Charlotte, NC 28210 |
| Phone | 980-233-3000 |
| Fax | 980-233-3090 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.26B▼ 64%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$5.26Bregulatory AUM
Discretionary $0Non-discretionary $5.26B