Allies Capital Management
Firm details
- Headquarters
- New York, New York
- CRD number
- 319640
- Registered since
- June 16, 2022
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Allies Capital Management is a Limited Liability Company that registered with the SEC in 2022 and is organized as an institutional registered investment adviser. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses or other institutional entities. Ownership is recorded as a domestic entity and individual. The firm’s compensation arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Allies Capital Management is not designated as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not a pension consultant. It also does not list a related adviser relationship.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1James Murray
Chief Compliance OfficerCRD 2628190
Contacts
1 of 1Michael Klein
Registered RepresentativeCRD 1890478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 640 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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