ALTERNATIVE INVESTMENT RESOURCE, LLC
C32
CRD 288165·SEC 801-110958·CHICAGO, IL
AUM
$754.2M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $174.6M
'21 · $323.7M
'22 · $346.1M
'23 · $534.2M
'25 · $704.4M
'26 · $754.2M
'20'26
$174.6M → $754.2M▲ +332%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
2 advisors → 5 advisors▲ +150%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
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
2026-01-272026-01-27 · 0001800499-26-000001
2025-01-222025-01-22 · 0001800500-25-000002
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O AIR LIFE SMA MANAGEMENT, LLC333 S. WABASH AVENUE, SUITE 2714CHICAGO, IL 60604
Business
C/O AIR LIFE SMA MANAGEMENT, LLC333 S. WABASH AVENUE, SUITE 2714CHICAGO, IL 60604
Edgar Recent Filings
D/A2026-01-27 · 0001800499-26-000001
D/A2025-01-22 · 0001800500-25-000002