The Alchemist Fund

Overview

The Alchemist Fund is a small, private wealth manager focused on portfolio management for individual and family clients, including small businesses. The firm charges a blend of percentage-of-AUM fees and performance-based fees, suggesting it mixes traditional advisory mandates with incentive-linked strategies. Its filings indicate a clear preference for publicly traded equities and exchange-traded products as the primary investment vehicle, while also allocating to third-party alternatives—specifically hedge funds and private credit—to complement the public equity exposure. The firm does not identify as an active ESG investor and serves a domestic, single-office client base rather than operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices