Alliance Partners LLC

Alliance Partners LLC provides advisory and loan‑management services primarily to FDIC‑insured depository institutions that participate as Members of BancAlliance and to certain managed account clients. The firm makes available participation interests in commercial loans through its Commercial Loan Program and in consumer and small‑business loans through Tech‑Enabled Loan Programs, focusing on pooled institutional loan assets rather than individual retail accounts.

Alliance Partners operates on a non‑discretionary basis, with Members and managed account clients making case‑by‑case purchase decisions after Alliance Partners’ credit committee review, credit memoranda and due diligence. The firm also supplies underwriting, closing, servicing and ongoing loan management support and offers education and training to Members through its Alliance Academy program.

Distinctive aspects noted in the brochure include that Alliance Partners is wholly owned by Forbright Bank and maintains overlapping sourcing and staffing ties with that banking affiliate, an ownership and operational structure the firm documents and that is uncommon among peers. The firm also maintains multiple offices (eight) and reports that a majority of its regulatory assets under management are non‑discretionary, and it operates both the BancAlliance membership framework and the Tech‑Enabled partner programs described in the Brochure.