Alternative Investment Solutions Ais LLC (Bala Cynwyd)

Alternative Investment Solutions Ais LLC is a large advisory firm based in Bala Cynwyd. It manages $335 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Alternative Investment Solutions Ais provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alternative Investment Solutions Ais: assets under management

The assets under management (AUM) of Alternative Investment Solutions Ais LLC is $335 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $335 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alternative Investment Solutions Ais LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Alternative Investment Solutions Ais LLC

Michelle Cannarsa Egan has been acting as President since 1 Jan 1999. Patrick Charles Egan joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Charles Egan	Ceo	1 Jan 1999	75% - 100%	1260037
Michelle Cannarsa Egan	Director	1 Jan 1999	25% - 50%	4361383

Based in Bala Cynwyd

The principal office where Alternative Investment Solutions Ais LLC performs its advisory services is located at One Belmont Avenue, Suite 519, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.