Alinea Invest, Inc. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 11, 2026, reports $67M in regulatory assets under management, 10 employees, and 115,693 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
115,693
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$67Mas of March 11, 2026
Discretionary71.4%
$48M
71% of total RAUM71.4%
Non-discretionary28.6%
$19M
29% of total RAUM28.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$67M
Total Accounts115,693
10Y AUM Change+$67M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee11569:1
10Y Employee Change+9 (+900.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.