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 an SEC-registered institutional registered investment adviser that provides portfolio management services to investment companies. The firm serves an institutional client base rather than individual retail investors and does not act as a capital allocator. Its advisory focus centers on managing pooled investment vehicles; the firm reports it is not an active ESG investor and is classified as a single-state adviser for regulatory purposes. Fee arrangements are listed as "other" rather than standard asset-based or performance-only structures.

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

    Jade Rossback

    Investment Adviser RepresentativeCRD 4525844

  • Jeffrey Stukey

    Jeffrey Stukey

    President, Co-FounderCRD 4749573

  • Sudhir Holla

    Sudhir Holla

    Co-Founder & Portfolio ManagerCRD 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