|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Alternative Investment Resource LLC
✚
|
|
|---|---|
| CRD # | 288165 |
| SEC # | 801-110958 |
| CIK # | |
| AUM | $704.4 M (2025-03-31) |
| Employees | 20 (25% Investors, 5% Brokers) |
| Phone | 312-625-8385 |
| Address | 333 S Wabash Ave Chicago, IL 60604 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 654.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 50.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 704.4 |
| By Discretionary | ||
| Discretionary | 20 | 654.2 |
| Non-Discretionary | 1 | 50.2 |
| Total | 21 | 704.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 120.9 | |
| United States Persons | 583.5 | |
| Total | 21 | 704.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Matthew Schaefer | 25 | |||
| Air US Life Fund I GP LLC | 4 | |||
| Richard Beleutz | 20 | |||
| Stephen Luongo | 19 | |||
| DBA Air Asset Management Alternative Investment Resource LLC | 2 | |||
| Air Life Fund Management LLC | 2 | |||
| Air US Life Fund II GC Management LLC | 2 | |||
| Air US Life Fund II QP GC Management LLC | 1 | |||
| Policy Portfolio Management LLC | 1 | |||
| Alternative Investment Resource LLC | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seneca Management LLC
✚
|
CO | 0.7 |
|
Strategic Value Bank Partners LLC
✚
|
OH | 0.7 |
|
Albion River Management LLC
✚
|
MD | 0.7 |
|
Ampfield Management LP
✚
|
NY | 0.7 |
|
CPMG Inc
✚
|
TX | 0.7 |
|
Rose Park Advisors LLC
✚
|
MA | 0.7 |
|
Virage Capital Management LP
✚
|
TX | 0.7 |
|
Goodhart Partners LLP
✚
|
0.7 | |
|
Bow Street LLC
✚
|
NY | 0.7 |
|
Standard General LP
✚
|
NY | 0.7 |