AB CUSTOM ALTERNATIVE SOLUTIONS LLC

RIASEC RegisteredEst. 2001
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$1.4B
Accounts
1
Employees
1
Advisory reps
3

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
110879
Registered since
May 11, 2001
Custodians
J P MORGAN SECURITIES LLC PRIME BROKER, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

AB Custom Alternative Solutions LLC operates as an institutional capital allocator with a clear tilt toward alternatives while maintaining a material liquid equity sleeve. The firm is structured to run and allocate to pooled investment vehicles, act as a commodity pool operator/commodity trading advisor (CPO/CTA), and to select and oversee third‑party managers on behalf of institutional clients. Fee arrangements combine a percentage of assets under management with performance‑based fees, reflecting an orientation toward bespoke, results‑driven mandates. Investment activity centers on a blended approach: a large, exchange‑traded equity allocation for liquidity and market exposure alongside private market and hedge fund commitments intended to drive excess return and diversification. The firm reports being an active ESG investor, which it integrates into manager selection and portfolio construction. Its single reported client profile and structure imply highly customized portfolio solutions rather than a mass‑market advisory business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 25%, Public Funds/Mutual Funds 4%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents25%
  • Public Funds/Mutual Funds4%

Owners & executives

2 of 2
  • VIKAS KAPOOR

    CEOCRD 6139813

  • PAUL EMERSON

    SVP, Chief Compliance OfficerCRD 5258073

Contacts

1 of 1
  • MARK MANLEY

    Global Head of ComplianceCRD 1294370

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
501 Commerce St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth