Alley Company LLC

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Assets, Funds, Holdings

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Alley Company LLC
CRD #112702
SEC #801-60264
CIK #0001569141, 0001917618
AUM
Employees 5 (60% Investors, 0% Brokers)
Phone847-482-0938
Address585 Bank Lane
Lake Forest, IL 60045
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
110088066044022001999200720152024
Sector Form 13F Holdings Value ($M)
J P Morgan Chase & Co 37.3
Microsoft Corp 30.5
Philip Morris International Inc 29.4
Ameriprise Financial Inc 28.4
Apple Inc 27.8
Paychex Inc 23.5
BlackRock Inc 23.0
AbbVie Inc 21.9
Costco Wholesale Corp /NEW 21.3
Amazon Com Inc 20.3
View All
Holdings by Sector ($M)
1400112084056028002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 24 8.4
(b) Individuals (high net worth individuals) 99 529.3
(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 2 13.0
(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 4 34.4
(n) Other 0 0.0
Total 321 585.0
By Discretionary
Discretionary 313 516.5
Non-Discretionary 8 68.5
Total 321 585.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 585.0
Total 321 585.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001569141]
13F-HR [0001917618]
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