Alooola is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kingston, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $51M in regulatory assets under management, 4 employees, and 457 accounts.
Top client segmentIndividuals represent 95.4% of total clients.
Top client categories% of clientsClients
1
Individuals
95.4%
436
2
Corporations
4.6%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$51Mas of March 31, 2026
Discretionary100.0%
$51M
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$51M
Total Accounts457
10Y AUM Change+$51M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee114:1
10Y Employee Change-3 (-42.9%)
* 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.