CHOREO PARTNER ALLIANCE, LLC
CRD #325238 SEC #801-127852 ROCKFORD, IL 312-702-1680
SEC Registered
Total AUM
--
Discretionary
--
Employees
14
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 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 |
|---|---|---|---|---|
| BARTLETT, CRAIG, JAMES | I | SENIOR VICE PRESIDENT OF ADVISORS | NA | Control |
| BARTLETT, CRAIG, JAMES | I | SENIOR VICE PRESIDENT OF ADVISORS | NA | Control |
| BARTLETT, CRAIG, JAMES | I | SENIOR VICE PRESIDENT OF ADVISORS | NA | Control |
| BARTLETT, CRAIG, JAMES | I | SENIOR VICE PRESIDENT OF ADVISORS | NA | Control |
| BLAIR, GREGORY, WAYNE | I | CHIEF INFORMATION OFFICER | NA | Control |
| BLAIR, GREGORY, WAYNE | I | CHIEF INFORMATION OFFICER | NA | Control |
| BLAIR, GREGORY, WAYNE | I | CHIEF INFORMATION OFFICER | NA | Control |
| BLAIR, GREGORY, WAYNE | I | CHIEF INFORMATION OFFICER | NA | Control |
| BLAIR, GREGORY, WAYNE | I | CHIEF INFORMATION OFFICER | NA | Control |
| BLAIR, GREGORY, WAYNE | I | CHIEF INFORMATION OFFICER | NA | Control |
| DALEY, MARIA, PISONI | I | CHIEF GROWTH AND PRACTICE LEADER | NA | Control |
| DALEY, MARIA, PISONI | I | CHIEF GROWTH AND PRACTICE LEADER | NA | Control |
| DOWLER, GREGORY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWLER, GREGORY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWLER, GREGORY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWLER, GREGORY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWLER, GREGORY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| DOWLER, GREGORY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| ENGLISH, DAVID, EMERY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ENGLISH, DAVID, EMERY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ENGLISH, DAVID, EMERY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ENGLISH, DAVID, EMERY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ENGLISH, DAVID, EMERY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOX-FOLEY, MARISSA, CLAIRE | I | CHIEF MARKETING OFFICER | NA | Control |
| FOX-FOLEY, MARISSA, CLAIRE | I | CHIEF MARKETING OFFICER | NA | Control |
| FOX-FOLEY, MARISSA, CLAIRE | I | CHIEF MARKETING OFFICER | NA | Control |
| FOX-FOLEY, MARISSA, CLAIRE | I | CHIEF MARKETING OFFICER | NA | Control |
| FOX-FOLEY, MARISSA, CLAIRE | I | CHIEF MARKETING OFFICER | NA | Control |
| FOX-FOLEY, MARISSA, CLAIRE | I | CHIEF MARKETING OFFICER | NA | Control |
| GOTLIN, MATTHEW, ARI | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOTLIN, MATTHEW, ARI | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOTLIN, MATTHEW, ARI | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOTLIN, MATTHEW, ARI | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOTLIN, MATTHEW, ARI | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Kotfica, Keith, Scott | I | CHIEF GROWTH OFFICER | NA | Control |
| Lee, Karen | I | CHIEF GROWTH OFFICER | NA | Control |
| Lee, Karen | I | CHIEF GROWTH OFFICER | NA | Control |
| Lee, Karen | I | CHIEF GROWTH OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MILES, LAWRENCE, KENNETH | I | EXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENT | NA | Control |
| OCHS, ROGER, CARLTON | I | PRESIDENT | NA | |
| RITTERSHAUS, MICHAEL, DAVID | I | CHIEF SERVICE OFFICER | NA | Control |
| SMITH, SHELLEY, GRANT | I | CHIEF HUMAN RESOURCES OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TAMBURINI, LISA, MARIE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| COMPASS PARENT, L.P. | DE | MEMBER | E | Control |
| MCMILLIN, MOLLY, FESTA | I | CHIEF FINANCIAL OFFICER | E | Control |
| MCMILLIN, MOLLY, FESTA | I | CHIEF FINANCIAL OFFICER | E | Control |
| VAN DE LOO, JASON, DALE | I | CHIEF EXECUTIVE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI PARALLEL, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI PARALLEL, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI PARALLEL, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI PARALLEL, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI, L.P. | F | Control |
| PCP PARTNERS VI, L.P. | DE | PARTHENON INVESTORS VI PARALLEL, L.P. | F | Control |
| PCP VI GP HOLDINGS, LLC | DE | COMPASS PARENT, L.P. | F | Control |
| PCP VI GP HOLDINGS, LLC | DE | COMPASS PARENT, L.P. | F | Control |
| PCP VI GP HOLDINGS, LLC | DE | COMPASS PARENT, L.P. | F | Control |
| PCP VI GP HOLDINGS, LLC | DE | COMPASS PARENT, L.P. | F | Control |
| PCP VI GP HOLDINGS, LLC | DE | COMPASS PARENT, L.P. | F | Control |
| PARTHENON INVESTORS VI PARALLEL, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI PARALLEL, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI PARALLEL, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI PARALLEL, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI PARALLEL, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
| PARTHENON INVESTORS VI, L.P. | DE | COMPASS PARENT, L.P. | C | Control |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (21)
CA CO CT DC FL GA IA IL IN MD MN NC NV NY PA SC TX VA WA WI WV
Address
6735 VISTAGREEN WAYSUITE 110
ROCKFORD, IL 61107
United States
Phone: 312-702-1680