AI ALPHA LLC

RIASEC RegisteredEst. 2025
Total AUM
$200M
Discretionary
$0
0% of AUM
Avg account
$66.7M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
334908
Registered since
November 20, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Other
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

AI Alpha LLC is a limited liability company that provides portfolio management for investment companies and serves an institutional client base. The adviser became SEC-registered in 2025 and operates primarily in a non-discretionary capacity, meaning clients retain trading authority while the firm provides advisory and portfolio management services. The firm's fee structure is listed as "Other," suggesting non‑standard or bespoke pricing arrangements rather than simple asset‑based fees. Investment activity centers on public pooled vehicles—public funds and mutual funds are the dominant implementation vehicle. AI Alpha does not identify as an active ESG investor and is not reported as a multi‑state adviser. The firm is classified as an unclassified adviser and is not presented as a capital allocator; its primary business activity is managing pooled investment vehicles for institutional clients.

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: Public Funds/Mutual Funds 60%, Exchange Traded Equities 35%, Cash & Cash Equivalents 5%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents5%

Contacts

3 of 3
  • JADE ROSSBACK

    Investment Adviser RepresentativeCRD 4525844

  • JEFFREY STUKEY

    President, Co-FounderCRD 4749573

  • Sudhir Holla

    Co-Founder & Managing PrincipalCRD 7355950

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GRAND RAPIDS, MI

KENT

Location

GRAND RAPIDS, MI

Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
5030 Corporate Exchange Blvd SE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth