OCIO Intelligence
← Back to Discover
Alan Biller and Associates logo

Alan Biller and Associates

MENLO PARK, CA

Form ADV and provider website profile · CRD 105283 · regulatory data as of Jan 26, 2026

CompareWebsite

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.

Direct Owners & Executives

Source: Form ADV
Alan David BillerChairman, Chief Financial Officer, Chief Executive Officer
Reported since
11/1982
Type
Individual
Control person
Yes
Ownership
25% but less than 50%
Nancy Tarabochia MeltonVice Chair
Reported since
10/1991
Type
Individual
Control person
Yes
Ownership
25% but less than 50%
Ralph Philip GoldstickerChief Investment Officer
Reported since
02/2016
Type
Individual
Control person
Yes
Ownership
Less than 5%
Simon Paul LimChief Compliance Officer
Reported since
03/2018
Type
Individual
Control person
Yes
Ownership
Less than 5%
Jennifer Christine NewellChief Executive Officer
Reported since
08/2018
Type
Individual
Control person
Yes
Ownership
Less than 5%
Asad Asif AliPresident
Reported since
10/2018
Type
Individual
Control person
Yes
Ownership
Less than 5%
Aileen Elizabeth BurrowsChief Operating Officer
Reported since
08/2021
Type
Individual
Control person
Yes
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
No indirect ownership records were reported.

Owners & Executives

Source: Form ADV
AD
Alan David Biller

Chairman, Chief Financial Officer, Chief Executive Officer

NT
Nancy Tarabochia Melton

Vice Chair

RP
Ralph Philip Goldsticker

Chief Investment Officer

SP
Simon Paul Lim

Chief Compliance Officer

JC
Jennifer Christine Newell

Chief Executive Officer

AA
Asad Asif Ali

President

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives7

Indirect ownership records0

Regulatory statusSEC registered investment adviser

SEC registration dateFeb 8, 1995

CRD number105283