Alliance Consumer Growth, LLC

Alliance Consumer Growth, LLC (ACG) is a New York-based investment advisor specializing in consumer growth investing in retail companies. Established in April 2011, ACG manages pooled investment vehicles aiming for long-term capital appreciation through consumer retail investments. The firm targets retail companies with revenue between $5 million and $100 million, providing growth capital to enhance their value. ACG does not tailor services to individual investor needs and manages assets on a discretionary basis. The firm managed $901,130,498 in assets as of December 31, 2024. Fees vary among the Funds, typically charging a management fee of 2.0% per year based on commitments during the investment period and 1.6% based on invested capital thereafter. ACG may waive or reduce fees for certain investors. Performance-based fees are calculated based on profits generated above a benchmark of 8%. The firm maintains a Code of Ethics and addresses conflicts of interest, including co-investment opportunities and fee structures. ACG does not engage in soft dollar arrangements or directed brokerage. The firm has custody of Fund assets and exercises investment discretion. ACG has no disciplinary events and provides audited financial statements to investors. Proxy voting is conducted in the best interest of the Funds. ACG has no financial commitments impairing its ability to meet client obligations. For more information, contact Julian Steinberg at ACG.