Family Office
    SEC Registered

    Alumina Investment Management

    Registered investment advisor · Charlotte, North Carolina · CRD #164273

    Assets Under Management
    $5.3B
    Client Accounts
    1
    Employees
    2
    CRD Number
    164273
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alumina Investment Management

    ALUMINA INVESTMENT MANAGEMENT is a Charlotte, North Carolina based financial advisory firm with nearly $14,681,685,404 in assets under management and provides ... ALUMINA INVESTMENT MANAGEMENT is a Charlotte, North Carolina based Financial Planning firm with nearly $14,681,685,404 assets under management, offering ... Alumina Investment Management, LLC provides investment management services. The Company offers consulting, portfolio management, and other related services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alumina Investment Management

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    Frequently Asked Questions

    What is Alumina Investment Management's AUM?

    Alumina Investment Management reports approximately $5.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alumina Investment Management headquartered?

    Alumina Investment Management is headquartered in Charlotte, North Carolina.

    What is Alumina Investment Management's CRD number?

    Alumina Investment Management's CRD number is 164273. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alumina Investment Management manage?

    Alumina Investment Management manages approximately 1 client accounts according to its latest SEC filing.

    Is Alumina Investment Management SEC registered?

    Yes, Alumina Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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