Alphaai Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 316128
- Registered since
- September 16, 2021
- Website
- www.alphaai.capital
- Custodians
- INTERACTIVE BROKERS LLC, ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alphaai Capital Management is an independent RIA organized as an LLC that provides portfolio management services to individuals, families, and small businesses; it also lists portfolio management for businesses or institutions among its advisory activities. The firm is registered with the SEC (registered in 2021). Its fee arrangements include percentage-of-AUM and fixed-fee options. Alphaai identifies as not taking an ESG-focused investment approach and does not operate as a capital allocator, which suggests it relies on externally managed vehicles when it adds alternative exposures.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations