ALTERNATIVE INVESTMENT RESOURCE, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 288165). Regulatory assets under management: $754.2M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Richard Nestor Beleutz | CEO/MANAGING MEMBER; OWNER/PRESIDENT | — |
| Stephen John Luongo | CHIEF INVESTMENT OFFICER | — |
| Matthew Taylor Schaefer | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | — |
| Steven William Schmidt | OWNER/PRESIDENT | — |
| Nancy N Wang | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| SCHMIDT WILLIAM | OWNER/PRESIDENT | — |
| LUONGO STEPHEN JOHN | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| BELEUTZ RICHARD NESTOR | CEO/MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; MANAGER / OWNER (+1 more) | — |
| BOYET AMY LYNN | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS | — |
| BESSE AMY | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS | — |
| BOYET BESSE AMY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS | — |
| SCHAEFER MATTHEW TAYLOR | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER | — |
| Wang Nancy N | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2008-01-24 | regulatory | IT WAS ALLEGED THAT MARKET TIMING MUTUAL FUND TRANSACTIONS WERE ENTERED INTO BY CERTAIN OF HIS HEDGE FUND CLIENTS IN VIOLATION OF FINRA CONDUCT RULE 2110. | Final | $15K |
| — | regulatory | — | — | — |
Hedge Fund: 8 · Other Private Fund: 4 · Private Equity Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| AIR DIVERSIFIED LIFE STRATEGY LP | Hedge Fund | Delaware | 390 | $183.0M | $250K |
| AIR GENESIS FUND LP | Hedge Fund | Delaware | 332 | $136.0M | $250K |
| AIR LIFE SMA, LP | Hedge Fund | Delaware | 5 | $75.5M | $250K |
| AIR LIFE OPPORTUNITY FUND, LP | Hedge Fund | Delaware | 7 | $62.6M | $250K |
| AIR U.S. LIFE FUND IV, LP | Other Private Fund | Delaware | 57 | $37.3M | $250K |
| AIR U.S. LIFE FUND II STRATEGY PORTFOLIO, LP? | Hedge Fund | Delaware | 95 | $35.2M | $250K |
| AIR U.S. LIFE FUND III, LP | Other Private Fund | Delaware | 70 | $31.1M | $250K |
| AIR LEGAL FINANCE FUND, LP | Hedge Fund | Delaware | 35 | $23.9M | $250K |
| AIR DIVERSIFIED LIFE STRATEGY QC LP | Hedge Fund | Delaware | 56 | $13.3M | $250K |
| AIR U.S. LIFE FUND I, LP | Other Private Fund | Delaware | 35 | $9.0M | $250K |
| AIR FINANCE SOLUTIONS FUND, LP | Hedge Fund | Delaware | 10 | $3.4M | $100K |
| AIR U.S. LIFE FUND V, LP | Other Private Fund | Delaware | 6 | $1.9M | $250K |
| AIR NOVA FUND, LP | Private Equity Fund | Delaware | 0 | — | $250K |