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ALLIANCE PARTNERS LLC
CRD 157700File 801-72413
APPROVED
Custody
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Oct 1, 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
- HTTP://WWW.BANCALLIANCE.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 21 | decreased by4 |
| Apr 1, 2026 | Clients | 117 | 104 | decreased by13 |
| Apr 1, 2026 | AUM | $2,249,083,257 | $1,943,575,771 | decreased by$305,507,486 |
| Apr 1, 2026 | Accounts | 120 | 107 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 55 | 25 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 167 | 117 | decreased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,097,621,913 | $2,249,083,257 | increased by$151,461,344 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 171 | 120 | decreased by51 |
| Apr 1, 2022 | Employees | 38 | 55 | increased by17 |
| Apr 1, 2022 | Clients | 148 | 167 | increased by19 |
| Apr 1, 2022 | AUM | $1,579,942,626 | $2,097,621,913 | increased by$517,679,287 |
| Apr 1, 2022 | Accounts | 150 | 171 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLIANCE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLIANCE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.