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Alliant Capital Management
Tom Lear, Jr. founded Alliant Capital Management in 2007 as a fee-only investment adviser in Houston.
Alliant Capital Management
Tom Lear, Jr., a CFA charterholder, launched Alliant Capital Management in 2007. He previously managed discretionary investments for individuals and institutions for more than ten years. Lear holds a BBA in finance from the University of Notre Dame. The firm provides fee-only, fiduciary investment advisory services. Alliant takes a team-oriented approach and separates its investment management role from other professionals serving the client. The firm does not publicly disclose specific asset classes, portfolio companies, or geographic investment focus. Alliant maintains a client-servicing location in Zanesville, Ohio, in addition to its Houston headquarters. The firm employs a holistic, objective methodology but has not disclosed team size or adjacent vehicles such as philanthropic structures or operating companies. Alliant structures itself as a distinct, registered investment adviser that works alongside clients' other professional advisors. This model differentiates it from firms that act as a primary financial concierge. The firm does not reveal AUM, deal flow, or sector preferences, which limits independent evaluation of its scale.
General information
Firm type
RIA
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Additional offices
Zanesville, OH, United States
Principals
Tom Lear, Jr.
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Alliant Capital Management?
Tom Lear, Jr., CFA, is the founder and principal. He has managed discretionary investments since before founding the firm in 2007 (per firm website). No other investment professionals are named on the firm's site.
Is Alliant Capital Management a family office or an RIA?
Alliant is a registered investment adviser (RIA), not a family office. It offers fee-only fiduciary advisory services to multiple clients, including high-net-worth individuals and institutions (per firm website).
Does Alliant Capital Management participate in direct investments or only fund commitments?
The firm does not publicly disclose whether it makes direct investments, fund commitments, or co-investments. Its website describes general investment management and advisory services without specifying deal structure (per firm website).
What investment philosophy does Alliant follow?
Alliant states it takes a holistic, objective, team-oriented approach. It focuses on separating its investment role from other professionals serving the client (per firm website). No specific strategy such as value, growth, or ESG is mentioned.
Where does the underlying wealth at Alliant come from?
Alliant does not disclose the source of its clients' wealth. The founder, Tom Lear, Jr., built his career in discretionary investment management prior to founding the firm (per firm website).
Does Alliant maintain philanthropic structures?
Alliant does not mention any philanthropic structures on its website. It operates solely as an investment advisory firm (per firm website).
What is Alliant's known posture on co-investments alongside external GPs?
Alliant does not publicly discuss co-investments or external GP partnerships. Its website describes straightforward investment management and advisory services (per firm website).
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