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| Alpha Architect LLC
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|---|---|
| CRD # | 153905 |
| SEC # | 801-71697 |
| CIK # | |
| AUM | 13.50 B (2026-06-15) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 215-882-9983 |
| Address | Suite 150 Newtown Square, PA 19073 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Alpha Architect Global Macro Insurance Dedicated Fund | 2017-03-22 | ||
| HF | Advanced Alpha Architect LP | [2015-08-05] | 13.1 M | 4.4 M |
| Filed 2016-07-05 (D/A) · Exemption 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| HF | EAS | 2012-02-14 | 0.4 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 0.1 |
| (b) Individuals (high net worth individuals) | 88 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 12.5 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 135 | 13.5 |
| By Discretionary | ||
| Discretionary | 135 | 13.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 13.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.5 | |
| Total | 135 | 13.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Tao Wang | Executive Officer | 9 | 2 | |
| Wesley Gray | Executive Officer | 4 | 2 | |
| Xin Song | Executive Officer | 3 | 2 | |
| Patrick Cleary | Executive Officer | 2 | 2 | |
| John Jack Vogel | Executive Officer | 2 | 2 | |
| David Foulke | Executive Officer | 1 | 1 | |
| Carlton Kanner | Executive Officer | 1 | 1 | |
| Yang Xu | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 5493004OW9VWINAYRX18 |
| Related Firms | State | AUM |
|---|---|---|
|
Empowered Funds LLC
✚
|
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|
Alpha Architect LLC
✚
|
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