ABOUT US & OUR PARTNERS
About Us and Our Strategic Partners
When you partner with LINK Portfolio Alternatives, you will work with professionals who possess top-notch educational credentials and many years of industry experience.
Below an organization chart of the various firms with which LINK Portfolio Alternatives is affiliated, as well as some of our key strategic partners.
Firm Overviews and Key Bios
LINK Portfolio Alternatives, LLC
LINK Portfolio Alternatives, LLC ("LINK") is a Colorado-registered Limited Liability Company. It maintains an office at 20 Executive Park, STE 120, Irvine, CA 92614. It also has satellite offices in Denver, CO and San Francisco, CA.
LINK is a specialized direct investment capital markets consultant that specializes exclusively on the fee-only advisory channel.
Key Personnel
Founder
Capital Markets Veteran
Product Design Expert
Co-Founder
Due Diligence Specialist
SEC Compliance Expert
Partner
RIA Expert
Sales Training
Aliso Advisors, Inc.
Aliso Advisors, Inc. ("Aliso") is a Texas-registered S-Corp. It maintains an office at 20 Executive Park, STE 120, Irvine, CA 92614.
Aliso provides FINRA and SEC compliance services to financial intermediaries and investment sponsors. Aliso also provides outsourced due diligence of non-traditional, illiquid investments, such as real estate, private equity, private debt, and oil & gas programs.
Members of LINK Portfolio Alternatives and Aliso work together on various engagements and share in revenues, when appropriate. Aliso is affiliated with LINK Portfolio Alternatives through shared ownership.
Atomi Financial Group, Inc.
Atomi Financial Group, Inc. (“Atomi”) is a California-registered S-Corp. Its principal place of business is 20 Executive Park, STE 120, Irvine, CA 92614.
Atomi is registered as a Registered Investment Adviser with the California Department of Business Oversight. Atomi offers various financial advisory services including financial planning, personal income tax analysis, estate tax analysis, asset management, and risk management.
Atomi does not hold custody of clients’ assets; it utilizes unaffiliated custodians, such as Equity Trust Company, Schwab Institutional, TD America, and SEI. Atomi does not have any hard dollar sharing arrangements with any of its custodian partners. Atomi is affiliated with LINK through shared ownership. However, Atomi does not share revenues with any affiliated companies.
Institutional Real Estate, Inc.
Institutional Real Estate, Inc. (“IREI”) is a California-registered C-Corp. Its principal place of business is Danville, CA.
IREI publishes a diversified portfolio of news publications, special reports and investment guides for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and events shaping the investment landscape in private equity real estate.
IREI's flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for 29 years.
Members of IREI and LINK Portfolio Alternatives work together on various engagements and share in revenues, when appropriate. IREI is not affiliated with Link Portfolio Alternatives through shared ownership.
Anfield Capital Group, Inc.
Anfield Capital, LLC (“Anfield”) is a California-registered Limited Liability Company. Its principal place of business is 4695 MacArthur Court, Suite 430, Newport Beach, CA 92660.
Anfield is an institutional-only investment management firm that serves as a sub-advisor to Atomi with respect to Atomi’s liquid assets portfolio management advisory services. Certain members of Anfield’s team serve on Atomi’s Portfolio Investment Committee.
Anfield and LINK Portfolio Alternatives do not have any hard dollar sharing arrangements. Anfield is not affiliated with Link Portfolio Alternatives through shared ownership.