Alpha Architect LLC

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Assets, Funds, Holdings

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Alpha Architect LLC
CRD #153905
SEC #801-71697
CIK #
AUM $711.7 MM (2024-03-29)
Employees 9 (44% Investors, 0% Brokers)
Phone215-882-9983
Address19 E Eagle Road
Havertown, PA 19083
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
80064048032016002010201520202025
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
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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
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