ALTERNATIVE INVESTMENT ADVISORS, LLC
Adviser information for ALTERNATIVE INVESTMENT ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 13 |
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Investment Advisory/Research | 9 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 9 |
Licensed Agents of an Insurance Company | 5 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 2,705 | $266.5M |
Non-Discretionary | 11 | $30.0M |
Total | 2,716 | $296.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 1,186 | $201.5M |
HNW Individuals | 38 | $64.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 11 | $30.0M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
698 NORTH MAITLAND AVENUESUITE 101
MAITLAND
FL
United States
Monday - Friday, 9 AM-5 PM
Tel: 407-261-4242, Fax: (407)-313-9313
Websites
Chief Compliance Officer
THOMAS HOOD
MANAGING MEMBER
698 NORTH MAITLAND AVENUE
SUITE 101
MAITLAND
FL
United States
Tel:
407-261-4242
Fax:
(407) 313-9313
T*****@*******M
(Full email address available in API data)
Regulatory Contact
JEFFREY SKRABAN
MANAGING MEMBER
698 NORTH MAITLAND AVENUE
SUITE 101
MAITLAND
FL
United States
Tel:
407-261-4242
Fax:
(407) 313-9313
J***@*******M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HOOD, THOMAS, WILLIAM | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 07/2017 | 50-75% |
SKRABAN, JEFFREY, MICHAEL | Individual | – | MANAGING MEMBER | 07/2017 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed February 13th, 2024 for period ending September 30th, 2023
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADVANCED MICRO DEVICES INC | COM | 2M | 21K | – |
ALPHABET INC | CAP STK CL A | 3M | 23K | – |
AMAZON COM INC | COM | 3M | 22K | – |
APPLE INC | COM | 3M | 17K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 333K | 950 | – |
BROADCOM INC | COM | 3M | 4K | – |
DAKTRONICS INC | COM | 232K | 26K | – |
DEERE & CO | COM | 261K | 691 | – |
DEVON ENERGY CORP NEW | COM | 4M | 87K | – |
DOXIMITY INC | CL A | 1M | 62K | – |
FREEPORT-MCMORAN INC | CL B | 2M | 61K | – |
HOME DEPOT INC | COM | 2M | 7K | – |
INTERNATIONAL BUSINESS MACHS | COM | 1M | 10K | – |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 7M | 338K | – |
INVESCO QQQ TR | UNIT SER 1 | 371K | 1K | – |
ISHARES INC | JP MRGN EM HI BD | 287K | 8K | – |
ISHARES INC | CORE MSCI EMKT | 2M | 41K | – |
ISHARES TR | RUSSELL 2000 ETF | 2M | 12K | – |
ISHARES TR | CORE DIV GRWTH | 5M | 94K | – |
ISHARES TR | 10-20 YR TRS ETF | 3M | 32K | – |
ISHARES TR | MBS ETF | 1M | 15K | – |
ISHARES TR | 20 YR TR BD ETF | 5M | 58K | – |
ISHARES TR | EAFE GRWTH ETF | 1M | 13K | – |
ISHARES TR | 1 3 YR TREAS BD | 228K | 3K | – |
ISHARES TR | CORE S&P500 ETF | 23M | 54K | – |
ISHARES TR | EAFE VALUE ETF | 5M | 112K | – |
ISHARES TR | US TREAS BD ETF | 307K | 14K | – |
ISHARES TR | MSCI USA QLT FCT | 7M | 49K | – |
ISHARES TR | CORE US AGGBD ET | 7M | 73K | – |
ISHARES TR | 0-5YR HI YL CP | 1M | 28K | – |
ISHARES TR | CORE TOTAL USD | 2M | 41K | – |
ISHARES TR | JPMORGAN USD EMG | 3M | 40K | – |
LAM RESEARCH CORP | COM | 2M | 3K | – |
MEDICAL PPTYS TRUST INC | COM | 2M | 293K | – |
MICROSOFT CORP | COM | 4M | 12K | – |
NOKIA CORP | SPONSORED ADR | 45K | 12K | – |
NVIDIA CORPORATION | COM | 697K | 2K | – |
ONEOK INC NEW | COM | 739K | 12K | – |
OTTER TAIL CORP | COM | 342K | 4K | – |
OVINTIV INC | COM | 8M | 162K | – |
PIMCO ETF TR | 0-5 HIGH YIELD | 5M | 55K | – |
PIONEER NAT RES CO | COM | 9M | 38K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 1M | 20K | – |
SPDR S&P 500 ETF TR | TR UNIT | 503K | 1K | – |
SPDR SER TR | NUVEEN BLMBRG MU | 346K | 8K | – |
SPDR SER TR | PORTFOLIO SHORT | 209K | 7K | – |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 3M | 85K | – |
TESLA INC | COM | 2M | 9K | – |
UNITEDHEALTH GROUP INC | COM | 2M | 5K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 213K | 1K | – |
WELLS FARGO CO NEW | COM | 211K | 5K | – |