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Alan Biller and Associates
ALAN BILLER AND ASSOCIATES is an SEC-registered investment adviser in MENLO PARK, CA, registered since 1995. The firm manages approximately $65.1 billion in...
Alan Biller and Associates
ALAN BILLER AND ASSOCIATES is an SEC-registered investment adviser in MENLO PARK, CA, registered since 1995. The firm manages approximately $65.1 billion in regulatory assets. It has 51 employees and 24 investment advisers.
General information
Firm type
Generic
Year founded
1982
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Principals
Alan Biller
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Alan Biller and Associates?
Alan Biller serves as President and Chief Investment Officer, directing portfolio construction and manager selection. The firm operates a discretionary consulting model, meaning Biller and his team make binding allocation decisions on behalf of their institutional clients, predominantly Taft-Hartley pension plans.
Does Alan Biller and Associates manage proprietary funds?
No, the firm does not manufacture or manage proprietary investment products. It acts as an outsourced CIO, selecting and blending third-party managers across asset classes. This eliminates the conflict of interest present when a fiduciary also sells its own funds.
What asset classes does the firm allocate to?
The firm constructs portfolios spanning public equities, fixed income, hedge funds, private equity, private credit, and real assets. Allocations are implemented via a multi-manager approach within each asset class rather than concentrated single-manager bets.
What type of clients does Alan Biller and Associates serve?
The client base is concentrated among US institutional investors, with a particular emphasis on Taft-Hartley multi-employer pension plans. The firm also advises endowments and foundations.
How is the firm compensated?
As a discretionary investment consultant, the firm is typically compensated through advisory fees based on assets under advisement. It does not earn placement fees or carried interest, aligning its economics with client portfolio performance rather than transaction volume.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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