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| Alpha Financial Advisors LLC
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|
|---|---|
| CRD # | 116291 |
| SEC # | 801-109007 |
| CIK # | 0001972138, 0001618264 |
| AUM | $353.6 MM (2023-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 703-442-7686 |
| Address | 8260 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 33.9 |
| (b) Individuals (high net worth individuals) | 60 | 182.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 216.4 |
| By Discretionary | ||
| Discretionary | 118 | 216.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 118 | 216.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.4 | |
| Total | 118 | 216.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 3 | [0001618264] | |
| 4 | [0001618264] | |
| SC 13D | [0001618264] | |
| SC 13G | [0001618264] | |
| 13F-HR | [0001972138] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Alpha Advisors LLC | Cytodyn Inc | [2015-07-16] |
| Alpha Advisors LLC | Antriabio Inc | [2014-09-09] |
| Alpha Advisors LLC | Cytodyn Inc | [2014-09-09] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Alpha Advisors LLC | |
| Alpha Venture Capital Partners, L.P. | |
| CytoDyn Inc. | |
| Rezolute, Inc. | |
| Dockery Carl |
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