Alpha Dna Investment Management
Firm details
- Headquarters
- Columbia, Maryland
- CRD number
- 288198
- Registered since
- September 14, 2020
- Website
- alphadnaim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers62.23%
- Pooled Investment Vehicles27.89%
- HNWI8.72%
- Individuals1.17%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alpha Dna Investment Management is a privately held limited liability company that operates as an institutional registered investment adviser. Founded as an SEC-registered adviser in 2020, the firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory offering emphasizes portfolio management for businesses and institutions, and its fee model combines a percentage-of-AUM charge with performance-based fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities98%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Joshua Chartier
Associate Portfolio ManagerCRD 8047714
Wayne Ferbert
Managing DirectorCRD 4520127
Roderick Fertig
Partner and Co-FounderCRD 7387490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$403K in ETFs
48%
$194K
52%
$208K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BURNEY US FACTOR ROTATION ETF (BRNY) | Active | Mid Cap Blend | $208K | 4,606 | 51.66% |
Location
Columbia, MD
Howard
Location
Columbia, MD
Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Howard
- Address
- 8860 Columbia 100 Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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