ALINEA INVEST, INC.
Adviser information for ALINEA INVEST, INC. last updated from Form ADV on February 7th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5,199 | $977,940 |
| Non-Discretionary | 2,965 | $1.8M |
| Total | 8,164 | $2.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8,164 | $2.8M |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | Subscription fees |
Identifiers
| SEC RIA File Number | 801-120032 |
|---|---|
| SEC ERA File Number | 801-120032 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311782 |
| Legal Entity Identifier | None |
Principal Office
50 E. 8TH STREETAPARTMENT #2S
NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 516-469-9482, Fax: None
Chief Compliance Officer
ANAM LAKHANI
50 E 8TH STREET APT#2S
NEW YORK
NY
United States
Tel:
(516) 469-9482
L***********@****************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 |
|---|---|---|---|---|---|
| Lakhani, Anam | Individual | – | CEO AND CCO | 06/2020 | 25-50% |
| Halimi, Eve | Individual | – | PRESIDENT, BOARD MEMBER | 06/2020 | 25-50% |