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RE fundsReal estate fund manageriaunsizedunclassified · candidate

Alliance Investment Advisors LLC

Real Estate Funds

Phoenix, AZ

Search this name across graphsid dfx:ref:a39eda9b-c459-4541-8f55-106886aaebe2

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
6 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

ALLIANCE INVESTMENT ADVISORS LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Reported GAV: $2.8Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $2.8Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $2.8Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 1
First real estate filing: 2011
Latest ADV filing: Mar 24, 2015
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 159210
SEC number: 801-72905

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
Alliance Residential Fund I, LP	fund	$2.8M	Mar 24, 2015	no	3	n/a	2011	Winding down	no	0

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here

Year	Vehicles reporting	GAV, sum
2015	1	$2.8M
2014	1	$213M
2013	1	$325M
2012	1	$307M
2011	1	$334M

Relationships

Employs (4)

→ Bruce Christopher WardPrincipalPresident
Mar 1, 2008 to presentfactForm ADV
→ John Thompson RippelPrincipalMember & Vp
Mar 1, 2008 to presentfactForm ADV
→ Vincent Jay HiemenzPrincipalMember & Vp
Mar 1, 2008 to presentfactForm ADV
→ Matt David SmithPrincipalController / Chief Compliance Officer
Mar 1, 2008 to presentfactForm ADV

Manages (1)

→ Alliance Residential Fund I, LPReal estate fund vehiclefund
Nov 16, 2011 to presentfactForm ADV

Owns (1)

← Baker Street HoldingsOrgMember
Mar 1, 2008 to presentfactForm ADV

Dated events

Occurred
Nov 16, 2011
Manager's first real estate fund filing
Alliance Investment Advisors LLC first filed Form ADV in the extract (IA)
Form ADVobserved 3 days ago
Occurred
Nov 16, 2011
Vehicle first reported on Form ADV
Alliance Residential Fund I, LP first reported on Form ADV by Alliance Investment Advisors LLC, GAV $333,913,000 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$334M

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:a39eda9b-c459-4541-8f55-106886aaebe2
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Alliance Investment Advisors LLC

Real Estate Funds

Phoenix, AZ

Search this name across graphsid dfx:ref:a39eda9b-c459-4541-8f55-106886aaebe2

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Alliance Residential Fund I, LP

fund

$2.8M

Mar 24, 2015

n/a

2011

Winding down

Year

Vehicles reporting

GAV, sum

2015

$2.8M

2014

$213M

2013

$325M

2012

$307M

2011

$334M