Membership Levels & Dues

ADISA offers four membership categories: Sponsor, Affiliate, Associate, and Individual (Affiliate), based on your role in the alternative and direct investments industry.

Some individuals may qualify for membership in more than one category – please choose the category that best represents your intended business purpose as a member of ADISA.

You may complete your membership application online. For questions or more information, please contact the ADISA office at (317) 663-4180.

• Sponsor Membership
  

  Sponsor Company Firm: $6,500
  Firm engaged in the sale or management of securities or other alternative investments

  • Unlimited company representatives are included with membership (e.g. employees, partners, or principals of the sponsor firm); maximum of three free voting members per firm
  • Eligible for discounted exhibit/sponsorship at ADISA events
• Affiliate Membership
  

  Affiliate Company Firm: $3,000
  Attorneys, independent wholesaling firms, sponsor-affiliated broker-dealers, managing broker-dealers, investment banking broker-dealers, due diligence firms, real estate firms, licensed real estate brokers, management companies, mortgage brokers, lenders, accountants, consultants, appraisal firms, qualified intermediaries, trust companies, clearing firms, custodians, and other industry-related parties

  • Unlimited company representatives are included with membership (e.g. employees, partners or principals of the affiliate company); maximum of three free voting members per firm
  • Eligible for discounted exhibit/sponsorship at ADISA events
• Associate Membership
  

  An independent broker-dealer, registered investment advisor (RIA), or family office firm that has the ability and primary purpose to directly execute selling agreements with and raise capital for programs of non-affiliated sponsor firms on behalf of producing registered representatives and investment advisory representatives

  —OR—

  A registered representative, IAR, or financial advisor whose primary business is in retail sales to investors.

  ADISA provides complimentary membership for all retail broker-dealers and RIA firms. In addition, their reps/IARs holding active FINRA/NASD Series 1, 7, 22, or 65 licenses in good standing will receive complimentary membership.

  Associate Categories:

  • Retail independent broker-dealer firm (maximum of three free voting members per firm)
  • Retail registered investment advisor firm (hybrid advisors must register in the rep category)
  • Retail registered representative, IAR, financial advisor
• Individual Membership (Affiliate)
  

  Affiliate Single Member: $1,000
  Attorneys, independent wholesalers, sponsor-affiliated broker-dealers, managing broker-dealers, investment banking broker-dealers, due diligence professionals, licensed real estate brokers, management companies, mortgage brokers, lenders, accountants, consultants, appraisal firms, qualified intermediaries, trust companies, clearing firms, custodians, and other industry-related parties with one (1) person working for or owning the firm