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| Keyboard |
| Alan D Biller & Associates Inc
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|
|---|---|
| CRD # | 105283 |
| SEC # | 801-48432 |
| CIK # | |
| AUM | 65.07 B (2026-01-26) |
| Employees | 51 (47% Investors, 0% Brokers) |
| Phone | 650-328-7283 |
| Address | 535 Middlefield Rd Menlo Park, CA 94025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 56.8 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 25 | 8.3 |
| Total | 52 | 65.1 |
| By Discretionary | ||
| Discretionary | 52 | 65.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 52 | 65.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.1 | |
| Total | 52 | 65.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 93 |
| Serves | Institutional |
| LEI | 94-2854958 |
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