Alpha Advisors LLC

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Assets, Funds, Holdings

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Alpha Advisors LLC
CRD #118107
SEC #801-113120
CIK #0001972138, 0801109007, 0001618264
AUM $185.5 MM (2024-06-26)
Employees 4 (75% Investors, 0% Brokers)
Phone804-754-8532
Address3951 Westerre Parkway
Richmond, VA 23233
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
190152114763802005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 0.5
GOOGL 1,475,138.5 0.4
MSFT 1,918,222.4 0.4
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
2502001501005002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 44 15.9
(b) Individuals (high net worth individuals) 57 167.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 1.9
Total 361 185.5
By Discretionary
Discretionary 361 185.5
Non-Discretionary 0 0.0
Total 361 185.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 185.5
Total 361 185.5
EDGAR Form CIK 2011 - 2024
3 [0001618264]
4 [0001618264]
SC 13D [0001618264]
SC 13G [0001618264]
13F-HR [0001972138]
Form 13D/13G Filer Form 13D/13G Subject Filed
Alpha Advisors LLC Cytodyn Inc [2015-07-16]
Alpha Advisors LLC Antriabio Inc [2014-09-09]
Alpha Advisors LLC Cytodyn Inc [2014-09-09]
Form 3/4/5 Subject 2011 - 2024
Alpha Advisors LLC
Alpha Venture Capital Partners, L.P.
CytoDyn Inc.
Rezolute, Inc.
Dockery Carl
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Patrick M Sweeney & Associates Inc
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Parrott Wealth Management LLC
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