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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Architect LLC
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| CRD # | 153905 |
| SEC # | 801-71697 |
| CIK # | |
| AUM | $7.3 B (2025-03-27) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 215-882-9983 |
| Address | 19 E Eagle Road Havertown, PA 19083 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alpha Architect Global Macro Insurance Dedicated Fund | 2017-03-22 | 0.0 | |
| HF | Advanced Alpha Architect LP | [2015-08-05] | 13.1 | 4.4 |
| HF | EAS | 2012-02-14 | 0.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 0.0 |
| (b) Individuals (high net worth individuals) | 87 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 6.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 172 | 7.3 |
| By Discretionary | ||
| Discretionary | 172 | 7.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 172 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 172 | 7.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Tao Wang | 9 | ||
| Wesley Gray | 4 | ||
| Xin Song | 3 | ||
| Patrick Cleary | 2 | ||
| John Jack Vogel | 2 | ||
| David Foulke | 1 | ||
| Carlton Kanner | 1 | ||
| Yang Xu | 1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Empowered Funds LLC
✚
|
PA | 16.0 |
|
Alpha Architect LLC
✚
|
PA | 7.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Apollon Wealth Management LLC
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|
SC | 7.7 |
|
Osterweis Capital Management LLC
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|
CA | 7.6 |
|
Martin Currie Inc
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7.3 | |
|
Tweedy Browne Company LLC
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CT | 7.3 |
|
Smead Capital Management Inc
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AZ | 7.2 |
|
Simon Quick Advisors LLC
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NJ | 7.1 |
|
Bramshill Investments LLC
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|
FL | 6.9 |
|
Skyview Investment Advisors LLC
✚
|
NJ | 6.9 |
|
Howard Capital Management Inc
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|
GA | 6.9 |
|
Lyrical Asset Management LP
✚
|
NY | 6.8 |