Alley Company LLC

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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 ($M)
110088066044022002001200920172025
CIK Period
0001569141 0001917618
Sector Form 13F Holdings Value ($M)
Alphabet Inc 32.5
J P Morgan Chase & Co 32.3
Apple Inc 31.0
Philip Morris International Inc 27.3
Chevron Corp 26.1
Microsoft Corp 24.7
AbbVie Inc 24.4
Costco Wholesale Corp /NEW 21.2
Union Pacific Corp 20.7
Amazon Com Inc 18.9
BlackRock Inc 18.7
Paychex Inc 18.5
Nvidia Corp 18.2
Home Depot Inc 17.9
Lockheed Martin Corp 16.5
Eaton Corp Ltd 16.4
Parker Hannifin Corp 16.3
Mastercard Inc 15.5
Abbott Laboratories 15.2
AMB Property Corp 14.8
Intuit Inc 14.3
Hershey Co 13.6
Starbucks Corp 13.5
CME Group Inc 12.9
Ameriprise Financial Inc 12.9
Lilly Eli & Co 11.8
 
 
 
 
 
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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 - 2026
13F-HR [0001569141]
13F-HR [0001917618]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional, Retail
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tony@aum13f.com