ALOOOLA, LLC
Legal name: ALOOOLA
CRD #325090 SEC #801-129551 KINGSTON, NJ 484.275.5525
SEC Registered
Total AUM
$25.5M
Discretionary
$25.5M
Employees
3
Clients
25
Accounts
417
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FERNANDEZ, CAROL ANN | I | CFO & PRINCIPAL | NA | Control |
| FERNANDEZ, CAROL ANN | I | CFO & PRINCIPAL | NA | Control |
| FERNANDEZ, CAROL ANN | I | CFO & PRINCIPAL | NA | Control |
| FERNANDEZ, CAROL ANN | I | CFO & PRINCIPAL | NA | Control |
| FERNANDEZ, CAROL ANN | I | CFO & PRINCIPAL | NA | Control |
| FERNANDEZ, CAROL ANN | I | CFO & PRINCIPAL | NA | Control |
| MICHEL, ROBERT, Freeman | I | CIO | NA | Control |
| MICHEL, ROBERT, Freeman | I | CIO | NA | Control |
| MICHEL, ROBERT, Freeman | I | CIO | NA | Control |
| MICHEL, ROBERT, Freeman | I | CIO | NA | Control |
| MICHEL, ROBERT, Freeman | I | CIO | NA | Control |
| MICHEL, ROBERT, Freeman | I | CIO | NA | Control |
| MICHEL, SUSAN, ANN | I | CEO | NA | Control |
| MICHEL, SUSAN, ANN | I | CEO | NA | Control |
| MICHEL, SUSAN, ANN | I | CEO | NA | Control |
| MICHEL, SUSAN, ANN | I | CEO | NA | Control |
| MICHEL, SUSAN, ANN | I | CEO | NA | Control |
| MICHEL, SUSAN, ANN | I | CEO | NA | Control |
| OBOYLE, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OBOYLE, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OBRIEN-ADERHOLDT, MAUREEN, MARY MARGARET | I | CCO | NA | |
| OBRIEN-ADERHOLDT, MAUREEN, MARY MARGARET | I | CCO | NA | |
| OBRIEN-ADERHOLDT, MAUREEN, MARY MARGARET | I | CCO | NA | |
| OBRIEN-ADERHOLDT, MAUREEN, MARY MARGARET | I | CCO | NA | |
| GLEN EAGLE INVESTMENTS INC. | DE | DIRECT OWNER | E | Control |
| GLEN EAGLE INVESTMENTS INC. | DE | DIRECT OWNER | E | Control |
| GLEN EAGLE INVESTMENTS INC. | DE | DIRECT OWNER | E | Control |
| GLEN EAGLE INVESTMENTS INC. | DE | DIRECT OWNER | E | Control |
| GLEN EAGLE INVESTMENTS INC. | DE | DIRECT OWNER | E | Control |
| GLEN EAGLE INVESTMENTS INC. | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FERNANDEZ, CAROL ANN | I | GLEN EAGLE INVESTMENTS INC. | F | |
| FERNANDEZ, CAROL ANN | I | GLEN EAGLE INVESTMENTS INC. | F | |
| FERNANDEZ, CAROL ANN | I | GLEN EAGLE INVESTMENTS INC. | F | |
| FERNANDEZ, CAROL ANN | I | GLEN EAGLE INVESTMENTS INC. | F | |
| FERNANDEZ, CAROL ANN | I | GLEN EAGLE INVESTMENTS INC. | F | |
| MICHEL, ROBERT, BRIAN | I | GLEN EAGLE INVESTMENTS INC. | F | Control |
| MICHEL, ROBERT, BRIAN | I | GLEN EAGLE INVESTMENTS INC. | F | Control |
| MICHEL, ROBERT, BRIAN | I | GLEN EAGLE INVESTMENTS INC. | F | Control |
| MICHEL, ROBERT, BRIAN | I | GLEN EAGLE INVESTMENTS INC. | F | Control |
| MICHEL, ROBERT, BRIAN | I | GLEN EAGLE INVESTMENTS INC. | F | Control |
| MICHEL, SUSAN, ANN | I | GLEN EAGLE INVESTMENTS INC. | E | Control |
| MICHEL, SUSAN, ANN | I | GLEN EAGLE INVESTMENTS INC. | E | Control |
| MICHEL, SUSAN, ANN | I | GLEN EAGLE INVESTMENTS INC. | E | Control |
| MICHEL, SUSAN, ANN | I | GLEN EAGLE INVESTMENTS INC. | E | Control |
| MICHEL, SUSAN, ANN | I | GLEN EAGLE INVESTMENTS INC. | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (21)
CA CO CT DC DE FL GA IL MA MD ME MI NJ NY OH PA RI SC TX VT WA
Address
4422C ROUTE 27KINGSTON, NJ 08528
United States
Phone: 484.275.5525