|
⚲
|
| Alpha Capital Family Office LLC
✚
|
|
|---|---|
| CRD # | 307521 |
| SEC # | 801-118157 |
| CIK # | |
| AUM | $217.4 M (2025-03-19) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 303-900-1911 |
| Address | 5750 S Ulster Circle East Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 15.3 |
| (b) Individuals (high net worth individuals) | 74 | 195.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 217.4 |
| By Discretionary | ||
| Discretionary | 447 | 210.8 |
| Non-Discretionary | 1 | 6.6 |
| Total | 448 | 217.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.4 | |
| Total | 448 | 217.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Archer Portfolio Management Inc
✚
|
0.2 | |
|
GBM Wealth Management Inc
✚
|
TX | 0.2 |
|
Members Wealth LLC
✚
|
PA | 0.2 |
|
Udine Wealth Management Inc
✚
|
0.2 | |
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 0.2 |
|
Variant Private Wealth LLC
✚
|
VA | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |
|
Deane Retirement Strategies Inc
✚
|
LA | 0.2 |