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 $12.6 M (2025-02-25)
Employees 1 (100% Investors, 0% Brokers)
Phone516-469-9482
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
151296302011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 35,075 12.6
(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 35,075 12.6
By Discretionary
Discretionary 5,906 5.2
Non-Discretionary 29,169 7.3
Total 35,075 12.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 12.6
Total 35,075 12.6
EDGAR Form CIK 2011 - 2025
D [0002061333]
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