New Age Alpha

RIASEC RegisteredEst. 2019

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$66.1M

Accounts

38

Employees

42

Advisory reps

4

Firm details

Headquarters: Rye, New York
CRD number: 299011
Registered since: June 14, 2019
Website: www.newagealpha.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies89.2%
Pooled Investment Vehicles10.17%
Corporations / Businesses0.4%
Other Investment Advisers0.2%
HNWI0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

New Age Alpha is an SEC-registered hedge fund organized as an LLC that provides portfolio management and commodity trading adviser services. The firm serves both individual/family and institutional clients, charging a mix of asset-based and performance fees. Its advisory work spans separately managed accounts, pooled investment vehicles and investment companies, and the firm also publishes periodicals or newsletters. New Age Alpha is listed as a sponsor, general partner and managing member of pooled vehicles and operates as a CPO/CTA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds63%
Exchange Traded Equities36%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Michael Semack
General Counsel and Chief Compliance OfficerCRD 6658135
Julian Koski
Co Founder and Chief Investment OfficerCRD 3019620
Armen Arus
Co-Founder & CEOCRD 5294017

Contacts

1 of 1

Keith Kemp
Senior Managing DirectorCRD 2255581

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 14

Active vs passive

$27.8M in ETFs

Passive

100%

$27.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$6M	8,068	21.70%

Unlock additional holdings →

Primary office

Rye, NY

Westchester

Location

Rye, NY

Headquartered in Rye, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Westchester
Address: 555 Theodore Fremd Ave
Time zone: ET (UTC-5)
Office locations

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