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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Fiduciary Inc
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| CRD # | 144720 |
| SEC # | 801-68218 |
| CIK # | 0001610792 |
| AUM | $109.1 M (2025-04-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 480-505-4033 |
| Address | 20645 N Pima Road Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Aquilo Partners LLC | 2012-03-29 | 45.6 | |
| PE | Bateman Street Partners LLC | [2012-03-29] | 0.0 | |
| Other | Big T Partners | [2012-03-29] | 3.2 | |
| Other | Dakota Partners Limited Partnership | [2012-03-29] | 0.7 | |
| Other | Dharma Jade Partners LLC | [2012-03-29] | 0.1 | |
| Other | Global Water Opportunities LLC | [2012-03-29] | 0.0 | 2.6 |
| Other | Latam Agro-Partners LLC | [2012-03-29] | 0.6 | |
| Other | LCM Natural Gas Investment Partners LLC | [2012-03-29] | 3.2 | |
| PE | Magiloff Partners LLC | [2012-03-29] | 0.5 | |
| RE | Markley Partners LLC | [2012-03-29] | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 10.3 |
| (b) Individuals (high net worth individuals) | 33 | 50.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 20.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 28.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 109.1 |
| By Discretionary | ||
| Discretionary | 257 | 108.7 |
| Non-Discretionary | 3 | 0.4 |
| Total | 260 | 109.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.1 | |
| Total | 260 | 109.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Leavitt | 5 | ||
| Leavitt Capital Managerment Inc | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mainline Investment Advisers LLC
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|
PA | 0.2 |
|
Pactolus Private Wealth Management LLC
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VA | 0.2 |
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Cain Capital LLC
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TX | 0.2 |
|
Corps Capital Advisors LLC
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TX | 0.1 |
|
Matrix Planning Inc
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|
CA | 0.1 |
|
Optimal Capital Advisors LLC
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|
MI | 0.1 |
|
Birnam Wood Capital LLC
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|
TX | 0.1 |
|
Hudson Valley Wealth Management Inc
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NY | 0.1 |
|
B C Ziegler and Company
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IL | 0.0 |
|
Fortuna Asset Management LLC
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|
CA | 0.0 |