AI ALPHA LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities35%
- Cash & Cash Equivalents5%
Contacts
3 of 3JADE ROSSBACK
Investment Adviser RepresentativeCRD 4525844
JEFFREY STUKEY
President, Co-FounderCRD 4749573
Sudhir Holla
Co-Founder & Managing PrincipalCRD 7355950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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