Alan Biller and Associates
MENLO PARK, CA
Form ADV and provider website profile · CRD 105283 · regulatory data as of Jan 26, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Alan Biller and Associates. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$65.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
52Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$65.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$65.1BTotal Firm AUM
$65.1BDiscretionary AUM
$0Non-discretionary AUM
52Total accounts
52Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$65.1BFirm AUM
Retirement Plans87.3%
Other12.7%
Charities0.0%
Reported Client Types
Source: Form ADV client recordsRetirement Plans87.3%
25 clients$56.8B firm assets
Other12.7%
25 clients$8.3B firm assets
Charities0.0%
1 clients$4M firm assets
Reported total51 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $56.8B | 25 | 87.3% |
| Other | $8.3B | 25 | 12.7% |
| Charities | $4M | 1 | 0.0% |
| Reported total | $65.1B | 51 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…