Asset manager · Chevy Chase, MD
Alliance Partners LLC
SEC-registered investment adviser · CRD 157700 · SEC 801-72413
At a glance
Alliance Partners LLC is an SEC-registered investment adviser based in Chevy Chase, Maryland, with $1.9 billion in regulatory assets under management as of its Form ADV filed July 2, 2026. Its largest client group by assets is banking or thrift institutions. By Form ADV it is a asset manager, ranked 1,062nd of 3,218 asset managers and 3,696th of 17,210 SEC-registered advisers by assets.
Main office 301-232-5400alliancepartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among asset managers
- #1,062 of 3,218
- Rank among all SEC RIAs
- #3,696 of 17,210
- Rank in Maryland
- #52 of 227
- Clients
- 104
- Accounts
- 107
- Discretionary
- 23% of AUM
- Employees
- 21
- Advisory staff
- 15
- Offices
- 8
Owners and executives on its Form ADV
- Hugh M. O'ConnorTreasurer
- Lori H. BettingerCo-President
- Vincent TwomeyCo-President
- Derek A AndersonChief Compliance Officer
- Michael A. HousleyChief Financial Officer, Secretary
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 104 | $1.9B | 100% |
Disciplinary disclosures
Alliance Partners LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗alliancepartners.com ↗
AtlasMembers
The full record on Alliance Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 921 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Alliance Partners LLC manage?
Alliance Partners LLC reports $1.9 billion in regulatory assets under management across 107 accounts, 23% of it on a discretionary basis, on its Form ADV filed July 2, 2026.
What kind of firm is Alliance Partners LLC?
Alliance Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Alliance Partners LLC’s clients?
By assets, its largest client types are banking or thrift institutions ($1.9 billion, 104 clients).
Does Alliance Partners LLC have any disciplinary history?
Alliance Partners LLC answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Alliance Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →