Choreo Partner Alliance, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 13
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blair, Gregory, Wayne | Chief Information Officer | Jan 2023 (4y) | Less than 5% | |
| Dowler, Gregory, Scott | Chief Operating Officer | Jan 2023 (4y) | Less than 5% | |
| English, David, Emery | Chief Financial Officer | Jan 2023 (4y) | Less than 5% | |
| Fox Foley, Marissa, Claire | Chief Marketing Officer | Jan 2023 (4y) | Less than 5% | |
| Lawrence Kenneth Miles | Chief Executive Officer | Jan 2023 (4y) | Less than 5% | |
| Tamburini, Lisa, Marie | General Counsel And Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Bartlett, Craig, James | Senior Vice President Of Advisors | Jul 2023 (3y) | Less than 5% | |
| Lee, Karen | Chief Growth Officer | Sep 2023 (3y) | Less than 5% | |
| Matthew Ari Gotlin | Chief Investment Officer | Nov 2023 (3y) | Less than 5% | |
| Shannon Arlene Laymon Pecoraro | Registered representative | Oct 2024 (2y) | ||
| Alexander Bern Fleming | Registered representative | Personal Financial Specialist | Mar 2025 (1y) | |
| Tim Green | Registered representative | Jun 2025 (1y) | ||
| Gary Scott Parker | Registered representative | CFA | Jul 2025 (1y) | |
| Jeffrey Neil Margolis | Registered representative | Apr 2026 (0y) | ||
| Christopher Lee De Blanc | Registered representative | CFP Personal Financial Specialist | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Compass Parent, L.P. | Member | Jan 2023 | A | 75% or more |
| Parthenon Investors Vi, L.P. | Limited Partner | Jan 2023 | B | ≈ 18.75% – 50% via Compass Parent, L.P. |
| Parthenon Investors Vi Parallel, L.P. | Limited Partner | Jan 2023 | B | ≈ 18.75% – 50% via Compass Parent, L.P. |
| Pcp Partners Vi, L.P. | General Partner | Jan 2023 | B | GP / trustee / elected manager of Parthenon Investors Vi, L.P. (indirect) |
| Pcp Vi Gp Holdings, Llc | General Partner | Jan 2023 | B | GP / trustee / elected manager of Compass Parent, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Parthenon Investors Vi, L.P.: 25% – 50% of Compass Parent, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Parthenon Investors Vi Parallel, L.P.: 25% – 50% of Compass Parent, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SOLICITOR FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗