ALLEN CAPITAL GROUP, LLC of GRAND ISLAND, NE is an SEC-registered investment adviser (CRD 135879). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jordan Allen | TRUSTEE | New York, NY |
| Mark Jerome Allen | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Jenny Nichol | CHIEF FINANCIAL OFFICER | — |
| Travis James Portwood | MEMBER | — |
| Steven Eugene Wilbur | MEMBER | — |
| Philip Joe Mcbride | MEMBER | — |
| Kent Kurtis Koch | MEMBER | — |
| Michael David Stanton | MEMBER | — |
| Shane Tyler Wissmann | MEMBER | — |
| ALLEN ERIC JEROME | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| STANTON BERNARD DAVID | MEMBER | — |
| PORTWOOD TRAVIS JAMES | MEMBER | — |
| Nichol Jenny | CHIEF FINANCIAL OFFICER | — |
| Allen Jordan | TRUSTEE | — |
| WILBUR STEVEN EUGENE | MEMBER | — |
| MCBRIDE PHILIP JOE | MEMBER | — |
| KOCH KENT KURTIS | MEMBER | — |
| WISSMANN SHANE TYLER | MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ACG AERIE, LLC | Real Estate Fund | Nebraska | 18 | $4.3M | $125K |
| ACG AERIE II, LLC | Real Estate Fund | Nebraska | 19 | $2.2M | $125K |
| City | State | Employees | Phone |
|---|---|---|---|
| OMAHA | NE | 11 | 402-932-6300 |
| SCOTTSBLUFF | NE | 11 | 308-632-4146 |
| OMAHA | NE | 11 | 402-932-6300 |
| SCOTTSBLUFF | NE | 11 | 308-632-4146 |
| OGALLALA | NE | 5 | 308-385-1500 |
| KEARNEY | NE | 5 | 308-385-1500 |
| KEARNEY | NE | 5 | 308-385-1500 |
| OGALLALA | NE | 5 | 308-385-1500 |
| CHADRON | NE | 4 | 308-385-1500 |
| CHADRON | NE | 4 | 308-385-1500 |