Alidade Capital, LLC is a large advisory firm based in Bloomfield Hills. It manages $443.45 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Michigan.
Alidade Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alidade Capital, LLC is $443.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 482% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alidade Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of David Todd Hanley is pooled investment vehicles with 4 clients and $443.45 million of assets under management. Among the 10 most similar advisory firms, Alidade Capital has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $443.45 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Alidade Capital also advises several private funds. Namely, four real estate funds. The minimum investment commitment required of non-related persons ranges from $15,000 to $100,000.
The company employs 16 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Todd Hanley has been acting as President since 1 Jun 2013. Maryfrances Litt joined the executive team most recently as the Chief Compliance Officer.
The principal office where Alidade Capital, LLC performs its advisory services is located at 40900 Woodward Avenue, Bloomfield Hills, MI 48304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-593-7878 or by fax 248-988-8868. The normal business hours are 8am to 6pm on Monday - Friday. You can find more information about the New York firm at alidadecapital.com and its LinkedIn profile.