The Alchemist Fund
Firm details
- Headquarters
- ,
- CRD number
- 172299
- Website
- thealchemistfund.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI84.02%
- Individuals15.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Alchemist Fund is an independent registered investment adviser organized as a limited liability company that provides portfolio management for individuals, families and small businesses. Its client base is primarily individual and family investors. The firm charges a typical percentage-of-assets fee and also implements performance-based fees on at least some mandates. It does not position itself as a multi-state adviser or as a capital allocator, and it is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Kingman Penniman
Founder & ManagerCRD 6918065
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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