AdvisorCensus / Financial advisors / New York / New York / Alliance Consumer Growth, LLC
Alliance Consumer Growth, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 9, 2026.
Quick answers
From the filingHow is Alliance Consumer Growth, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Alliance Consumer Growth, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Alliance Consumer Growth, LLC located?
Alliance Consumer Growth, LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Alliance Consumer Growth, LLC registered with the SEC or a state?
Alliance Consumer Growth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 163639.
How much does Alliance Consumer Growth, LLC manage?
Alliance Consumer Growth, LLC reports $857,876,009 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).
How have Alliance Consumer Growth, LLC's assets and staff changed since 2021?
In the Form ADV data for Alliance Consumer Growth, LLC: Regulatory assets under management: $817,288,892 in the October 2021 data and $857,876,009 in the October 2026 data, up 5%. Total employees: 12 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Alliance Consumer Growth, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).
Does Alliance Consumer Growth, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163639
What changed in Alliance Consumer Growth, LLC's recent Form ADV filings?
In the May 2026 filing data: Employees performing advisory functions went from 8 to 7. Changed its office addresses in Los Angeles, CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated April 9, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$857,876,009 as of October 2026, filing dated April 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $857,876,009 | 8 | April 9, 2026 |
| October 2025 | $901,130,498 | 9 | March 28, 2025 |
| October 2024 | $964,742,622 | 9 | March 29, 2024 |
| October 2023 | $1,034,373,595 | 12 | March 31, 2023 |
| October 2022 | $980,978,352 | 13 | March 29, 2022 |
| October 2021 | $817,288,892 | 12 | March 30, 2021 |
Regulatory assets under management: $817,288,892 in the October 2021 data and $857,876,009 in the October 2026 data, up 5%.
Total employees: 12 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Employees performing advisory functions went from 8 to 7.
- Changed its office addresses in Los Angeles, CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alliance Consumer Growth, LLC (CRD 163639): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alliance-consumer-growth-llc-new-york-ny-163639