Alliance

Alliance operates with senior investment leads based in its San Francisco and Los Angeles offices, managing both direct investments and fund commitments. The firm's partnership structure concentrates decision-making authority among a lean group of principals rather than a large investment committee. Specific named principals are not currently available from public filings or the firm's communications.

Alliance leverages its distributed office network — particularly the Hong Kong presence — to originate direct investment opportunities outside the standard US GP syndication channels. The firm's relationships in Silicon Valley and Southern California provide access to technology and venture deal flow, while the Asia team identifies private-market co-investments in China and Southeast Asia. This dual-coast-plus-Asia architecture reduces reliance on third-party intermediaries for cross-border transactions.

Alliance operates as a multi-family office serving a concentrated group of ultra-high-net-worth families. Unlike single-family offices, Alliance pools resources across multiple client families while maintaining bespoke portfolio construction and direct-investment access for each relationship. The firm offers both discretionary and non-discretionary mandates depending on client preference.

Alliance employs a hybrid approach: the firm commits to institutional-quality private equity, venture capital, and real estate funds while also pursuing co-investments alongside those GPs. For larger family clients, Alliance structures separately managed accounts that can include both fund positions and direct holdings. This flexibility allows families to calibrate their exposure to blind-pool fund risk versus single-asset concentration.

Alliance actively co-invests alongside general partners, particularly in growth-stage technology and value-add real estate transactions. The firm uses its fund-commitment relationships to access co-investment opportunities, which are then allocated across participating family accounts. Co-investments are typically structured as direct equity positions rather than through aggregated feeder vehicles.

The Hong Kong office serves dual functions: it operates as a local investment team sourcing direct deals across China and Southeast Asia, and it provides advisory and reporting services for Asian-based family clients. This office gives Alliance a permanent on-the-ground presence in Asian private markets, rather than relying on periodic travel or US-based GP relationships alone.

Alliance offers philanthropic advisory services and next-generation education programs as integrated components of its family-office relationship. The firm assists families with grant-making strategy and foundation governance while maintaining clear separation between philanthropic assets and investment portfolios. Specific foundation structures, if any, are established at the individual family level rather than as a firm-wide entity.