Alliance Partnership Services is a California based matching service clearing its transactions through First Western Advisors, a licensed broker dealer with the National Association of Securities Dealers (NASD). We offer sellers who want to liquidate their interests for cash a viable exit strategy while providing buyers an investment opportunity not readily available in the publicly traded markets.

Our team of highly accomplished professionals was created by forming strategic business alliances with three significant industry leaders. We combined the sales, banking and back office clearing expertise of very experienced players in the partnership/REIT arena.

The Alliance Team:

Partnership Trading and Customer Service:

• Laurie Miller provides pricing and trading information for both sellers and buyers.
  
  
• Customer Service works with buyers and sellers to achieve proper documentation and timely delivery of paperwork. She is available to provide customers with information on the status of the transaction, and to help with the details of the transaction.

The Mechanics Bank (Escrow agent):
An FDIC Member bank and escrow agent with assets of more than $1.8 billion.
“Northern California’s most trusted bank since 1905.”

Apex Clearing Services, Inc. (Service center):
The staff has been involved in clearing secondary market partnership trades for over fifteen years. Tanya Rodriguez, operations staff manager, has been involved in processing LP transactions since 2000.