Alpha-Lab Asset Management Inc.

Overview

Alpha-Lab Asset Management Inc. is a small, equity-focused SEC-registered investment adviser that manages discretionary portfolios for a mix of individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management across individual accounts, pooled investment vehicles and institutional/business mandates. Alpha-Lab reports being an active ESG investor, signaling that environmental, social and governance factors are integrated into its security selection and portfolio construction. Reported data show a clear preference for listed equity exposure: the firm’s allocation leans toward exchange-traded equities as the primary engine for returns. Alpha-Lab is not positioned as a capital allocator or pension consultant; its activity centers on direct portfolio management and structuring pooled vehicles rather than private capital deployment.

Assets & Accounts

Public Holdings

Investments & Alternatives