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| Alinea Invest Inc
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|---|---|
| CRD # | 311782 |
| SEC # | 801-120032 |
| CIK # | 0002061333 |
| AUM | 66.6 M (2026-03-11) |
| Employees | 10 (10% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-469-9482 |
| Address | 46 Howard Street New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Fri, 29 May 2026 | Alinea Invest Review: Pros and Cons — The College Investor |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115,693 | 66.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| Total | 115,693 | 66.6 |
| By Discretionary | ||
| Discretionary | 86,216 | 47.5 |
| Non-Discretionary | 29,477 | 19.1 |
| Total | 115,693 | 66.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 66.6 | |
| Total | 115,693 | 66.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002061333] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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