Alinea Invest Inc

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Assets, Funds, Holdings

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Alinea Invest Inc
CRD #311782
SEC #801-120032
CIK #0002061333
AUM $66.6 M (2026-03-11)
Employees 10 (10% Investors, 0% Brokers)
Phone516-469-9482
Address46 Howard Street
New York, NY 10013
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
705642281402010201520212027
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]
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Iconoclastic Capital Management LLC
NY 0.1
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Occam Capital Management LLC
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Honeoye Falls Capital LLC
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Watchstone Wealth Management LLC
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Shope Financial Planning Inc
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Stewardship Financial Services Inc
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Eagle's Crest Advisors LLC
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Malatai Capital LLC
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