ALLIANCE PARTNERS LLC
C36
CRD 157700·SEC 801-72413·CHEVY CHASE, MD
AUM
$1.94B
$1B+
Est. Revenue
$19.4M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.36B
'21 · $1.26B
'22 · $1.58B
'23 · $2.10B
'25 · $2.25B
'26 · $1.94B
'20'26
$1.36B → $1.94B▲ +43%
Operations
Advisory staff (5-yr trend)
'20 · 25 advisors
'21 · 27 advisors
'22 · 28 advisors
'23 · 39 advisors
'25 · 19 advisors
'26 · 15 advisors
'20'26
25 advisors → 15 advisors▼ -40%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — businessesEducational Seminars WorkshopsOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2012-07-062012-07-06 · 0001514224-12-000001
2011-03-032011-03-03 · 0001514224-11-000001
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4445 WILLARD AVENUECHEVY CHASE, MD 20815
Business
4445 WILLARD AVENUECHEVY CHASE, MD 20815