Fund of FundsRIA · CRD 122687SEC-Registered

Updated:

Progress Alliance Investment Services

Progress Alliance Investment Services is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets.

Progress Alliance Investment Services

Progress Alliance Investment Services is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Fund of Funds

Frequently asked questions

Who runs investment decisions at Progress Alliance Investment Services?

No named investment principals or CIO have been publicly disclosed. The firm operates without a website, LinkedIn presence, or any public regulatory filings that identify its leadership or investment committee structure.

How can a potential limited partner access information about Progress Alliance Investment Services?

Given the absence of public marketing materials or a digital footprint, access typically requires a direct introduction through a placement agent, existing limited partner, or industry intermediary familiar with the firm's closed network.

What public regulatory filings exist for Progress Alliance Investment Services?

As of mid-2026, no Form ADV, D filings, or public pension fund disclosures surfaced under this exact name that would reveal AUM, fee structure, or portfolio composition.

What does the name 'Progress Alliance' suggest about the firm's structure?

Firms incorporating "Alliance" in their name often signal a multi-family office consortium, a fund-of-funds partnership, or a pooled investment vehicle serving a defined group of institutions. Without primary disclosure, however, this remains speculative.

Is Progress Alliance Investment Services a registered investment adviser?

No active SEC or state registration has been located under this exact name. The firm may operate under an exemption, use a different legal entity for regulatory filings, or be based in a non-U.S. jurisdiction with different disclosure requirements.

Profile maintained by 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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