Resources for Informed Investors

Access educational materials, compliance disclosures, and investor FAQs—everything you need to make informed decisions with confidence.

Investor Portal

The Alliance Companies utilize SmartVault for reporting, statements, K-1’s and other important investor communications. Each investor has a private sign-on through this link to access documents related to each investment in our affiliated companies.

Investor Accreditation

Verification ensures compliance and allows access to our currently active and open opportunities.

Investor FAQs

Learn about accreditation, fund structure, and how our process works.

Compliance & Disclaimers

Review legal guidelines, investor requirements, and fund qualifications.

FAQs

Frequently asked questions related to The Alliance Companies.

Who are the Alliance Companies?

Alliance and its affiliates are a private alternative investment manager based out of Overland Park, KS, specializing in energy and digital infrastructure.

Who can invest in these offerings?

Our investments are available to investors of meet Regulation D requirements, including accredited investors and certain qualified entities that satisfy specific income, net worth, or institutional criteria.

What type of investments do you offer?

We structure and issue Regulation D private placement programs focused on upstream oil and gas and cell tower development. We invest solely in Alternative investments; we do not "manage money" in the traditional sense of allocating stocks and bonds but instead focus on developing real assets that seek to generate cash flow and/or long-term appreciation.

Are these investments liquid?

No, our offerings are illiquid, and investors should be prepared to hold their interests for the full term of the investment, as no public market for these securities is expected to develop.

Are these investments guaranteed?

No, investments in private placements involve significant risks, including potential loss of principal, illiquidity, and variability of returns; these offerings are not guaranteed by The Alliance Companies or any of their affiliates.

How do these investments benefit investors?

On the energy side, our funds are designed to provide potential tax advantages, cash flow, and portfolio diversification; however, the availability and magnitude of any tax benefits or distributions depend on the specific fund year and each investor’s situation. On the cell tower development side, our funds are designed to provide exposure to an essential part of modern digital infrastructure through developers focused on building towers in locations with meaningful barriers to entry and strong demand for wireless capacity.

How are investment opportunities evaluated?

Before any placement of capital, we evaluate each investment opportunity through legal, economic, financial, managerial, geologic, and geographic lenses, with the goal of identifying projects that align with our affiliates’ investment criteria and have the greatest benefit to our investors.

How are performance and reporting handled?

Our affiliate, Alliance Equities Corporation, provides support and service‑related administrative functions for our investments, including onboarding, reporting, distributions, and tax‑related documentation.

Interviews & Videos

Dave sits down to talk disciplined investing, long-term strategy, and the philosophy behind The Alliance Companies.

Dave Dyer, CEO of The Alliance Companies, black and white headshot

AICPA with Dave Dyer

Listen to Dave discuss disciplined investing and what sets The Alliance Companies apart.

Compliance & Disclaimers

Any information presented on this website does not constitute an offer or a solicitation to buy securities and should not be viewed as such. Such an offer or solicitation can only be made after the prospective investor has received and reviewed a complete offering memorandum and has had an opportunity to ask questions regarding same. The securities offered are not subject to the protections of the Investment Company Act. The securities may be sold only to accredited investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds. The securities are offered in reliance on an exemption from the registration requirement of the Securities Act and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the SEC nor any other securities agency have passed upon the merits of or given its approval to the securities, the terms of the offering, or the accuracy or completeness of any offering materials. Performance data (if included) represents past performance and is not indicative of future results. Current performance may be lower or higher than the performance presented. Performance data is not calculated on a standardized basis as is required for registered funds and the performance of the private fund may not be directly comparable to the performance of other funds, The performance data (if included) is as of the most recent practicable date. To obtain current performance data please call 913-428-8278. If performance data does not reflect the deduction of fees and expenses, we must disclose that fees and expenses have not been deducted and that if such fees and expenses had been deducted, performance may be lower than presented.