RIA Intel›Advisers›North Carolina›ALUMINA INVESTMENT MANAGEMENT, LLC

ALUMINA INVESTMENT MANAGEMENT, LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$5.3B
1-Year AUM Growth
+10.9%
3-Year CAGR
+9.6%
Employees
2
Assets Under Management
Total AUM$5.3B
Discretionary AUM$0
Non-Discretionary AUM$5.3B
Discretionary %0%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingJun 5, 2012
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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