Alliance Investment Management

Asset Manager SEC-registered adviser

Legal name: Alliance Investment Management, LLC

Jenison, MI Website

AUM

$206.8M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$4.1M
Gross asset value

Employees

6

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jacob Holtrop
Co-Trustee, Jacob and Jolene Holtrop Trust Dated August 17, 2016
Source: SEC Form ADV
J
Jolene Holtrop
Co-Trustee, Jacob and Jolene Holtrop Trust Dated August 17, 2016
Source: SEC Form ADV
L
Lori Nelson
Co-Trustee, Thor W. and Lori A. Nelson Trust Agreement Dated Nov. 11, 2005
Source: SEC Form ADV
T
Thor Nelson
Co-Trustee, Thor W. and Lori A. Nelson Trust Agreement Dated Nov. 11, 2005
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Smith & Associates Financial Fund, LLCPrivate Equity$4.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
152012
SEC file number
801-121504

Sources