Intelligent Alpha LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 332518
- Registered since
- August 23, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies81.48%
- Pooled Investment Vehicles18.52%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Intelligent Alpha LLC is an institutional registered investment adviser that targets institutional clients and provides portfolio management services for investment companies. The firm is organized as an LLC and is SEC-registered as of 2024. Its client base is institutional rather than retail, and its compensation is structured as a combination of a percentage-of-assets fee and performance-based fees, consistent with manager-run pooled vehicles. The adviser is marked as having a related-adviser relationship and is classified as a domestic entity/individual ownership type. The firm does not identify as an active ESG investor and is not designated as a capital allocator or pension consultant.
Assets & Accounts
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
Contacts
2 of 2
Douglas Clinton
Managing PartnerCRD 5511247

Andrew Murphy
Managing PartnerCRD 5174357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 21 N 3rd St
- Time zone
- CT (UTC-6)
- Office locations
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