Alongside LLC

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Alongside LLC
CRD #333587
SEC #801-131682
CIK #0002113496
AUM 878.6 M (2026-06-29)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone512-241-7341
Address3711 S Mopac Expy
Austin, TX 78746
Source [IAPD] [EDGAR]
Total AUM ($M)
90072054036018002010201520212027
Sector Form 13F Holdings Value ($M)
Microsoft Corp 3.8
AbbVie Inc 1.7
Lilly Eli & Co 1.7
Apple Inc 1.7
 
 
 
 
 
 
 
Holdings by Sector ($M)
3502802101407002025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,912 485.7
(b) Individuals (high net worth individuals) 191 385.9
(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 3 2.2
(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 16 4.8
(n) Other 0 0.0
Total 3,903 878.6
By Discretionary
Discretionary 3,903 878.6
Non-Discretionary 0 0.0
Total 3,903 878.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 878.6
Total 3,903 878.6
EDGAR Form CIK 2011 - 2026
13F-HR [0002113496]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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tony@aum13f.com