Alley Company

Overview

Alley Company is an independent registered investment adviser that functions as a capital allocator for both private and institutional clients. The firm, organized as an LLC and SEC-registered in 2021, manages portfolios for individuals and families as well as for businesses and institutional investors. Its advisory activities include direct portfolio management across client types and selecting third-party managers, and it conducts other financial product sales in addition to advisory work. Alley Company charges fees based on a percentage of assets under management and does not characterize itself as an active ESG investor. Alley Company's corporate structure and affiliations are broad: ownership is split between a domestic entity and an individual, and the firm maintains ties to multiple industry roles, including broker-dealer relationships, other investment adviser entities, commodity pool/CTA activity, futures execution, and connections to accounting, legal, insurance, pension consulting, and real estate professionals. It also sponsors limited partnerships and serves as sponsor/GP/managing member of pooled investment vehicles, which supports its capital-allocation activity and use of external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives