ALLOY PARTNERS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
317616
Registered since
June 18, 2024

Firm profile

FINTRX

Overview

Alloy Partners, Inc. is a corporate investment adviser that registered with the SEC in 2024 and operates primarily as a sponsor and manager of pooled investment vehicles. The firm’s activity centers on advising private funds rather than running retail advisory accounts: its public filings identify roles as sponsor, general partner and managing member for pooled vehicles. Alloy does not report active ESG investing and is not listed as a multi-state adviser or pension consultant. The firm’s footprint is narrowly focused on private fund management. Rather than positioning as a broad capital allocator across retail and institutional client accounts, Alloy appears to concentrate on structuring and operating pooled investment vehicles and serving the ownership base of those funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ELLIOTT PARKER

    CEOCRD 3086993

Contacts

2 of 2
  • Sophie Fix

    General CounselCRD 7912747

  • DAVID SENIOR

    CRD 6117768

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

INDIANAPOLIS, IN

MARION

Location

INDIANAPOLIS, IN

Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
MARION
Address
450 Elanco Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth