ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
B55
CRD 317544·SEC 801-122856·LAKE FOREST, IL
AUM
$907.2M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $780.0M
'23 · $780.0M
'25 · $843.7M
'26 · $907.2M
'22'26
$780.0M → $907.2M▲ +16%
Client mix
| Individuals High Net Worth | 125 |
| Individuals Other | 36 |
| Corporations | 6 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'22 · 3 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 5 advisors
'22'26
3 advisors → 5 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Filings
ADV-W filed at
—
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
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
272 MARKET SQUARESUITE 214LAKE FOREST, IL 60045
Business
272 MARKET SQUARESUITE 214LAKE FOREST, IL 60045
Edgar Recent Filings
13F-HR2026-04-24 · 0001917618-26-000002
13F-HR2026-01-27 · 0001917618-26-000001