ASSET ALLOCATION & MANAGEMENT COMPANY, LLC
SEC file number 801-60075
· CHICAGO, IL
https://allocationadvisors.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$22.97B
Discretionary AUM
$22.95B
Employees
48
Clients
—
Firm
- Address
- 30 WEST MONROE STREET
CHICAGO, IL 60603-2405 - Phone
- —
- Website
- https://allocationadvisors.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Dalvix Dynamic Asset Allocation Onshore Feeder Fund, LP Medium name-match confidence · CIK 1875969 · FL
- RQSI Global Asset Allocation Master Fund, LLC Medium name-match confidence · CIK 1670843 · KY
- Axis Management Company, Inc. Medium name-match confidence · CIK 2085466 · CO
- Cosmos Asset Management LLC Medium name-match confidence · CIK 2097562 · DE
- Vision Asset Management Partners LLC Medium name-match confidence · CIK 2066031 · WY
- Alpha Capital Asset Management LLC Medium name-match confidence · CIK 2162033 · TX
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Alpha Capital Asset Management LLC · D · Oct 30, 2026$10M
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Dalvix Dynamic Asset Allocation Onshore Feeder Fund, LP · D/A · Jul 23, 2026
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RQSI Global Asset Allocation Master Fund, LLC · D/A · Jan 27, 2026
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Cosmos Asset Management LLC · D · Nov 21, 2025$15M
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Axis Management Company, Inc. · D · Sep 11, 2025$3.3M
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Dalvix Dynamic Asset Allocation Onshore Feeder Fund, LP · D/A · Aug 6, 2025
-
Vision Asset Management Partners LLC · D · Apr 29, 2025$250K
-
RQSI Global Asset Allocation Master Fund, LLC · D/A · Jan 29, 2025