Alinea Advisory Services LLC
● SEC registered since 2021CRD 311782SEC# 801-120032New York, NY
Reg. AUM
$66.6M
Employees
10
Accounts
115,693
Location
New York, NY
Alinea Advisory Services LLC assets under management
Alinea Advisory Services LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $66.6 million in regulatory assets under management and employs 10 people.
Alinea Advisory Services LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alinea Invest Inc Control | Owner | Over 75% | 2026 |
| Anam Imran Lakhani Control | Ceo | 10-25% | 2025 |
| Bryan K Jacobsen | Chief Compliance Officer | Under 5% | 2026 |
| Eve Halimi Control | President, Board Member | 10-25% | 2025 |
Frequently asked questions
How much does Alinea Advisory Services LLC manage?
Alinea Advisory Services LLC reports $66.6 million in regulatory assets under management on its Form ADV.
How many employees does Alinea Advisory Services LLC have?
Alinea Advisory Services LLC reports 10 employees.
Where is Alinea Advisory Services LLC located?
Alinea Advisory Services LLC is based in New York, NY and has been SEC-registered since 2021.
Does Alinea Advisory Services LLC disclose fund performance?
Alinea Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 46 Howard Street, New York, NY 10013 |
| Phone | 516-469-9482 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$66.6M▲ 430%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,389 advisers
EmployeesTop 40%
More than 60% of 16,799 advisers
Assets under management
$66.6Mregulatory AUM
Discretionary $47.5MNon-discretionary $19.1M