DFX Intelligence

A•• A•••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A•• A•••• M•••••••••

ALTERNATIVE INVESTMENT RESOURCE, LLC, CRD 288165

CHICAGO, IL

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Search this name across graphsid dfx:ria:275b417d-cf17-41d1-a80a-80638f3c0f4f

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 7
On other graphs: 3
Observed: Jun 30, 2017 to Jul 30, 2026
34 observations

Across DFX

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

Private Equityidentity

A•• A•••• M•••••••••

Private equity manager · shared crd

Independent Sponsorsidentity

A•• A•••• M•••••••••

Capital provider to sponsors · shared crd

Private Creditidentity

A•• A•••• M•••••••••

Private credit manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=1.0
Regulatory AUM: $754M••• Locked
Discretionary RAUM: $707M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•• U••• L••• F••• I• Q•• L•	Hedge Fund	$358M	Nov 20, 2024	560	Jun 30, 2017	reported	021-291510
A•• P••••• P•••••••• I•• L•	Hedge Fund	$209M	Nov 20, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• H•••••••• L••	MEMBER/ MANAGER	C	yes	01/2018	May 8, 2024	Nov 20, 2024
B••••••• R••••••• N•••••	CEO/MANAGING MEMBER	D	yes	09/2013	Jun 30, 2017	Nov 20, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•• A•••••• A•• L••• S••••••••• M••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
A•• F•••••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a
A•• L•••• F•••••• F••• G• M••••••••• L••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$754M	$704M	7.1%	$607M	7.5%	18	20	0	0

Relationships

Advises (17)

→ A•• L••• O••••••••• F•••• L•Private fundHedge Fund, IA
Mar 25, 2020 to presentfactForm ADV
→ A•• A•••••• A•• L••• S••••••••• F•••• L•Private fundHedge Fund, IA
Mar 25, 2020 to presentfactForm ADV
→ A•• U••• L••• F••• I• Q•• L•Private fundHedge Fund, IA
Jun 30, 2017 to presentfactForm ADV
→ A•• F•••••• S•••••••• F•••• L•

Dated events

Occurred
Nov 20, 2024
Control person left
Amy Boyet Besse (Chief Compliance Officer) no longer on Schedule A of A•• A•••• M••••••••• (listed 2024-09-23, absent 2024-11-20)
Form ADVobserved 7 days ago
Occurred
Nov 20, 2024
Control person joined
N N•••• W••• (General Counsel And Chief Compliance Officer) appeared on Schedule A of A•• A•••• M•••••••••
Form ADVobserved 7 days ago
Occurred
Oct 19, 2022
Control person joined
William Steven Schmidt (Owner/President) appeared on Schedule A of A•• A•••• M•••••••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:275b417d-cf17-41d1-a80a-80638f3c0f4f
First observed: Jun 30, 2017
Last observed: Jul 30, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.