⚲
|
Alpha Architect LLC
✚
|
|
---|---|
CRD # | 153905 |
SEC # | 801-71697 |
CIK # | |
AUM | $711.7 MM (2024-03-29) |
Employees | 9 (44% Investors, 0% Brokers) |
Phone | 215-882-9983 |
Address | 19 E Eagle Road Havertown, PA 19083 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Alpha Architect Global Macro Insurance Dedicated Fund | 2017-03-22 | 0.0 | |
HF | Advanced Alpha Architect LP | [2015-08-05] | 5.5 | 4.4 |
HF | EAS | 2012-02-14 | 0.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 37 | 39.0 |
(b) Individuals (high net worth individuals) | 81 | 550.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 8 | 122.2 |
(n) Other | 0 | 0.0 |
Total | 170 | 711.7 |
By Discretionary | ||
Discretionary | 170 | 711.7 |
Non-Discretionary | 0 | 0.0 |
Total | 170 | 711.7 |
By Non-United States Persons | ||
Non-United States Persons | 1.4 | |
United States Persons | 710.3 | |
Total | 170 | 711.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Tao Wang | 9 | ||
Wesley Gray | 4 | ||
John Jack Vogel | 2 | ||
Patrick Cleary | 2 |
Related Firms | State | AUM ($BB) |
---|---|---|
Empowered Funds LLC
✚
|
PA | 9.2 |
Alpha Architect LLC
✚
|
PA | 0.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Skylands Capital LLC
✚
|
WI | 0.7 |
Thomas J Herzfeld Advisors Inc
✚
|
FL | 0.7 |
RJA Asset Management LLC
✚
|
CT | 0.7 |
Pier Capital LLC
✚
|
CT | 0.7 |
RB Capital Management LLC
✚
|
NV | 0.7 |
First TURN Management LLC
✚
|
CA | 0.7 |
Insight Advisors LLC
✚
|
PA | 0.7 |
P/E Global LLC
✚
|
MA | 0.7 |
Covision Advisors LLC
✚
|
NY | 0.7 |
Arbiter Partners Capital Management LLC
✚
|
NY | 0.7 |