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| Keyboard |
| Alumina Investment Management LLC
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|---|---|
| CRD # | 164273 |
| SEC # | 801-76782 |
| CIK # | 0000857071 |
| AUM | 5,262.4 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 980-233-3000 |
| Address | 5950 Fairview Rd Charlotte, NC 28210 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Zcrit Opportunistic Investment | [2014-03-26] | 1,507.4 M | 132.9 M |
| Filed 2025-05-21 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $39,431,086 · Net Assets Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 5.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 5.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 5.3 |
| Total | 1 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 0.0 | |
| Total | 1 | 5.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| ZC Resource LLC | Executive Officer | 1 | 1 | |
| Belfint Lyons and Shuman | Executive Officer | 1 | 1 | |
| Alex Kostyuchenko | Executive Officer | 1 | 1 | |
| Zurich Benefit Finance LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 6-K | [0000857071] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
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