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| Alpha Investment Consulting Group LLC
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| |
|---|---|
| CRD # | 139721 |
| SEC # | 801-66652 |
| CIK # | |
| AUM | $560.5 MM (2024-03-21) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 414-319-4100 |
| Address | 111 East Kilbourn Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 10.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 439.2 |
| (h) Charitable organizations | 21 | 110.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 560.5 |
| By Discretionary | ||
| Discretionary | 11 | 560.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 560.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.5 | |
| Total | 11 | 560.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AGF Investments America Inc / Placements AGF Amrique Inc
✚
|
0.6 | |
|
Coeli Frontier Markets AB
✚
|
0.6 | |
|
Sumitomo Mitsui DS Asset Management Hong Kong Limited
✚
|
0.6 | |
|
Lucashill LLC
✚
|
CA | 0.6 |
|
Girard Pension Services LLC
✚
|
PA | 0.6 |
|
Channing Global Advisors LLC
✚
|
FL | 0.6 |
|
Radian Investment Management LLC
✚
|
NY | 0.6 |
|
Darby International Capital LLC
✚
|
DC | 0.5 |
|
LS BDC Adviser LLC
✚
|
FL | 0.5 |
|
Vantage Infrastructure USA Inc
✚
|
NY | 0.5 |