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| Alpha Fiduciary Inc
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| CRD # | 144720 |
| SEC # | 801-68218 |
| CIK # | 0001610792 |
| AUM | 114.0 M (2026-04-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 480-505-4033 |
| Address | 20645 N Pima Road Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Aquilo Partners LLC | 2012-03-29 | 4.6 M | |
| PE | Bateman Street Partners LLC | [2012-03-29] | 0.0 M | |
| Other | Big T Partners | [2012-03-29] | 3.1 M | |
| Other | Dakota Partners Limited Partnership | [2012-03-29] | 0.5 M | |
| Other | Dharma Jade Partners LLC | [2012-03-29] | 0.1 M | |
| Other | Global Water Opportunities LLC | [2012-03-29] | 2.4 M | |
| Filed 2011-01-14 (D) · Exemption 506 · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Latam Agro-Partners LLC | [2012-03-29] | 0.5 M | |
| Other | LCM Natural Gas Investment Partners LLC | [2012-03-29] | 2.5 M | |
| PE | Magiloff Partners LLC | [2012-03-29] | 0.5 M | |
| RE | Markley Partners LLC | [2012-03-29] | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 9.8 |
| (b) Individuals (high net worth individuals) | 34 | 62.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 21.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 20.7 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 114.0 |
| By Discretionary | ||
| Discretionary | 220 | 114.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 114.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.0 | |
| Total | 220 | 114.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Leavitt | Executive Officer | 5 | 2 | |
| Leavitt Capital Managerment Inc | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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