Data / Investment advisers / California / Alan Biller and Associates
Alan Biller and Associates, Menlo Park, CA: $65.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alan Biller and Associates is an SEC registered investment adviser with its main office in Menlo Park, California and reports $65.1 billion in regulatory assets under management in its Form ADV filed January 26, 2026. Its clients include pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105283
- SEC file number
- 801-48432
- SEC status
- Approved, effective February 8, 1995
- Legal name
- Alan D Biller & Associates, Inc.
- Main office
- 535 Middlefield Rd. Suite 230, Menlo Park, CA 94025
- Phone
- (650) 328-7283
- Website
- alanbiller.com
- Regulatory AUM
- $65,069,635,580 in the Form ADV filed January 26, 2026
- Discretionary AUM
- $65,069,635,580
- Accounts
- 52
- Employees
- 51, of which 24 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 25 | $56.79 billion |
| Charitable organizations | 1 | $4.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $65.07 billion | January 26, 2026 |
| December 1, 2025 | $59.35 billion | July 10, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Silver Lake Technology Management, LLC | Menlo Park | $117.70 billion | 38 | adviserinfo.sec.gov |
| Andreessen Horowitz | Menlo Park | $106.48 billion | 119 | adviserinfo.sec.gov |
| Sequoia Capital Operations, LLC | Menlo Park | $82.17 billion | 60 | adviserinfo.sec.gov |
| SB Investment Advisers (US) Inc. | Menlo Park | $53.47 billion | 1 | adviserinfo.sec.gov |
| Lightspeed Venture Partners | Menlo Park | $50.01 billion | 51 | adviserinfo.sec.gov |
| New Enterprise Associates | Menlo Park | $35.58 billion | 27 | adviserinfo.sec.gov |
| Makena Capital Management, LLC | Menlo Park | $24.28 billion | 29 | adviserinfo.sec.gov |
| Accel-Kkr | Menlo Park | $23.81 billion | 32 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Alan Biller and Associates on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.