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 ($M)
110088066044022001999200720152024
CIK Period
0001569141 0001917618
Sector Form 13F Holdings Value ($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
Home Depot Inc 19.9
Gallagher Arthur J & Co 19.7
Abbott Laboratories 19.4
Union Pacific Corp 18.0
Mastercard Inc 17.7
Alphabet Inc 17.1
Accenture PLC 17.0
Nvidia Corp 16.6
Chevron Corp 16.5
Intuit Inc 15.2
Lockheed Martin Corp 14.5
Starbucks Corp 14.1
FPL Group Inc 13.7
Stryker Corp 13.5
Capital One Financial Corp 12.8
Broadridge Financial Solutions Inc 12.5
 
 
 
 
 
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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 - 2025
13F-HR [0001569141]
13F-HR [0001917618]
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