Alphasfuture LLC
Firm details
- Headquarters
- ,
- CRD number
- 299787
- Website
- alphasfuture.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.7%
- Individuals4.97%
- Charitable Organizations4.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alphasfuture LLC is a small, client-focused investment adviser that provides discretionary portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. Its stated investment preference is equities, with a clear tilt toward exchange-traded securities as the primary vehicle for implementing client strategies. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, which fits a practice serving smaller, high-touch relationships rather than institutional mandates. The firm does not identify as an ESG investor and is not positioned as a multi-state or pension consultant adviser. Advisory activity centers on direct portfolio management rather than capital allocation or broad institutional consulting. Alphasfuture maintains a single custodial relationship and appears to run fully discretionary accounts, indicating the team executes on model or client-specific mandates rather than limiting itself to purely advisory recommendations.
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 Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Geetu Sharma
Co Founder and Chief Investment OfficerCRD 7050884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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