Choreo Partner Alliance, LLC
Firm details
- Headquarters
- Rockford, Illinois
- CRD number
- 325238
- Registered since
- May 3, 2023
- Website
- choreoadvisors.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Choreo Partner Alliance, LLC is a limited liability company operating as an institutional registered investment adviser (SEC-registered in 2023). The firm describes itself primarily as a capital allocator whose advisory activity centers on the selection of other advisers rather than acting as a traditional discretionary manager for retail accounts. Its organizational affiliations extend beyond a single-adviser role: the firm is connected with other investment advisers, commodity pool operators/commodity trading advisers (CPO/CTA), an insurance company, and serves as sponsor, general partner, or managing member of pooled investment vehicles. Choreo Partner Alliance is designated a related adviser within its network, uses a nonstandard ("Other") fee arrangement, and does not identify as an active ESG investor.
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
Owners & executives
3 of 8
Christopher DeBlanc
Managing Member And Chief Compliance OfficerCRD 7226695
Lawrence Miles
Chief Executive OfficerCRD 4549340

Matthew Gotlin
Chief Investment Officer & Managing DirectorCRD 2498059
Contacts
3 of 7
Shannon Laymon-pecoraro
PartnerCRD 5923994

Raymond Morrill
Senior Director, Wealth ManagementCRD 6126449

Jason Van De Loo
Executive Vice PresidentCRD 7222530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rockford, IL
Winnebago
Location
Rockford, IL
Headquartered in Rockford, IL, anchoring the Rockford-Freeport-Rochelle, IL metro in the Midwest.
- Metro area
- Rockford-Freeport-Rochelle, IL
- Region
- Midwest
- County
- Winnebago
- Address
- 6735 Vistagreen Way
- Time zone
- CT (UTC-6)
- Office locations
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