The ALTERNATIVE INVESTMENT RESOURCE is a privately held investment adviser that advises $754.17mn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. ALTERNATIVE INVESTMENT RESOURCE is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 87.31% over the last 5-years.
The Group has been registered with the SEC for 9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 333 S. WABASH AVE SUITE 2714, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 18 employees comprised of 5 investment and 13 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $754.17mn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $707.47mn or 93.81% of Total Assets and Other Investment Advisers own $46.71mn or 6.19% of Total Assets.
The Group's top investment strategies include Multi Strat, Insurance-Linked Securities and Long/Short Equity, representing 42.3%, 31.03% and 22.22% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Other Investment Advisers.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ALTERNATIVE INVESTMENT RESOURCE names 3 sub-advisers CMC MORTALITY SERVICES LTD, HOMAER FINANCIAL, KERBEROS CAPITAL MANAGEMENT LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.