General Information Allies Capital Management LLC (“ACM” or “the Firm”) is a Delaware limited liability company formed in January 2021. ACM is 100% owned by M. Klein Associates, LLC (“MKA”). MKA is 100% owned by Michael Klein, who is also the controlling, managing member of MKA. Our Firm ACM is planning to conduct the following business as described throughout this brochure. ACM provides discretionary investment advice to its private investment funds (the “Funds”) and certain other advisory clients. The Funds managed by ACM have a flexible mandate for investment opportunities including in private growth companies and public markets transactions as well as private equity and special situations. To identify investment opportunities, ACM will leverage the network and investment personnel of its affiliates: M. Klein & Company, The Klein Group, LLC (“TKG”), Archimedes Advisor Group LLC (“Archimedes”), and the entities comprising Churchill Capital (together with Archimedes, “Archimedes/Churchill”). ACM generally focuses on minority investments with the ability to selectively pursue certain controlling investment situations. These minority investments are achieved using transactions in later-stage venture capital, growth equity, crossover fundings, IPO anchor orders, recapitalizations, structured equity, convertible debt and founder shares and publicly traded securities of listed equity vehicle business combinations. ACM’s advisory services consist of providing investment advice and other management and administrative services, including investigating, structuring, and negotiating potential investments on behalf of the Funds, monitoring the performance of such investments and advising as to disposition of such investments. Nature of Our Clients ACM provides discretionary investment management services through affiliated

entities that are specifically formed to serve as general partners of the Funds (the “General Partners”). The Funds are typically U.S. limited partnerships or other investment vehicles that are not registered or required to be registered under the U.S. Investment Company Act of 1940 (“1940 Act”) or the U.S. Securities Act of 1933 (“Securities Act”), and are privately placed to qualified investors in the United States and elsewhere. Persons and entities that invest in the Funds are referred to in this brochure as “investors” or “limited partners.” ACM provides investment advice and other services directly to the Funds and not individually to the investors in the Funds. Types of Advisory Services Offered Discretionary investment management services will be provided to the Funds in accordance with the terms of private placement memoranda and relevant offering materials and governing documents, including limited partnership agreements, side letters and management agreements, of the Funds (together, the “Fund Documents”). Discretionary investment management services are provided directly to each Fund, subject to the discretion and control of the applicable General Partner, and not individually to the investors in such Fund. The terms upon which the Firm serves as investment manager of a Fund are established at the time such Fund is established and are generally set out in the Fund Documents applicable to such Fund. These terms may vary among each Fund and potentially restrict investments in accordance with certain diversification provisions. Discretionary investment management services may also be provided in a “sub-advisor” capacity to private investment funds that are not affiliated with ACM. Assets Under Management As of 12/31/2023, ACM has $25,000,000 of regulatory assets under management all of which are managed on a discretionary basis.