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ALLIANCE PARTNERS LLC
CRD 157700File 801-72413
APPROVED
Custody
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$439.9M
Non-discretionary $1.50B
Clients
104
107 accounts
Employees
21
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 6, 2011
- Principal office
- 4445 WILLARD AVENUE, SUITE 1100, CHEVY CHASE, MD, 20815-3695
- Phone
- 301-232-5400
- Website
- HTTPS://X.COM/BANCALLIANCE
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.94B
- Discretionary AUM
- $439.9M
- Non-discretionary AUM
- $1.50B
- Discretionary accounts
- 3
- Non-discretionary accounts
- 104
- Total accounts
- 107
- AUM per client
- $18.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 104 | $1.94B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.