NEW YORK, NYCRD 319640Latest ADV February 20, 2026
Allies Capital Management 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 February 20, 2026, reports $25M in regulatory assets under management, 1 employee, and 1 account.
Assets Under Management
$25M
Employees
1
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
640 FIFTH AVENUE 12TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 100.0% of total clients.
Top client categories% of clientsClients
1
Corporations
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25Mas of February 20, 2026
Discretionary100.0%
$25M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$25M
Total Accounts1
10Y AUM Change+$25M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee1:1
10Y Employee Change-1 (-50.0%)
* 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.