Alkeme Investments Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barton, Curtis | Ceo | Sep 2020 (6y) | GP / trustee / elected manager of Alkeme Intermediary Holdings, Llc (indirect) | |
| Gutin, Boris, Michael | President | Sep 2020 (6y) | GP / trustee / elected manager of Alkeme Holdings, Llc (indirect) | |
| Rosandic, Anton | President | Sep 2020 (6y) | GP / trustee / elected manager of Alkeme Intermediary Holdings, Llc (indirect) | |
| Stephen Leon Harrison | President, Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alkeme Intermediary Holdings, Llc | Managing Member | Jun 2024 | A | 75% or more |
| Alkeme Acquisition, Llc | Sole Member | Oct 2020 | B | ≈ 56.25% – 100% via Alkeme Intermediary Holdings, Llc |
| Alkeme Holdings, Llc | Sole Member | Oct 2020 | B | ≈ 42.19% – 100% via Alkeme Acquisition, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alkeme Acquisition, Llc: 75% – 100% of Alkeme Intermediary Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Alkeme Holdings, Llc: 75% – 100% of Alkeme Acquisition, Llc × 75% – 100% of Alkeme Intermediary Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗