Investment adviser · CRD 164273

ALUMINA INVESTMENT MANAGEMENT

Investment adviser filing (IA)

ALUMINA INVESTMENT MANAGEMENT, LLC

CHARLOTTE, NC, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$5.26B
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Banks & thriftsFewer than 5$5,262,418,590100.0%
Filing source

Form ADV 2084849 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ZCRIT OPPORTUNISTIC INVESTMENTOther Private Fund · Last reported Mar 26, 2014$133MGross asset value
Fund administrator BENEFIT FINANCE PARTNERS ST. LOUIS, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSE COOPERS NEW YORK, New York, United States
Custodian STATE STREET KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8587997667
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-129849

Form ADV 808523 · Mar 26, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Business portfolio management

Compensation

Fixed

Principal office

5950 FAIRVIEW RD, SUITE 315
CHARLOTTE, NC, 28210, United States

CRD 164273

Filing source

Form ADV 2084849 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.