Alley Company LLC
- Assets, Funds, Holdings
| Alley Company LLC
|
| CRD # | 112702 |
| SEC # | 801-60264 |
| CIK # | 0001917618, 0001569141 |
| AUM |
|
| Employees |
5 (60% Investors, 0% Brokers)
|
| Phone | 847-482-0938 |
| Address | 585 Bank Lane
Lake Forest, IL 60045 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
AAPL
|
2,382,844.0 |
21.5 |
|
ABBV
|
269,466.6 |
18.6 |
|
MSFT
|
1,918,222.4 |
17.5 |
|
AMP
|
26,790.3 |
17.3 |
|
PAYX
|
43,278.8 |
17.2 |
|
JPM
|
340,169.2 |
16.5 |
|
CVX
|
294,604.1 |
15.9 |
|
LMT
|
111,953.9 |
15.7 |
|
PM
|
158,793.3 |
15.2 |
|
HD
|
277,648.0 |
14.8 |
|
View All
|
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| 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 |
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