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| Alpha RIA LLC
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|
|---|---|
| CRD # | 313285 |
| SEC # | 801-121176 |
| CIK # | |
| AUM | $54.5 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 212-933-9301 |
| Address | 40 Wall Street, 28th Floor New York, NY 10005-1304 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 54.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 54.5 |
| By Discretionary | ||
| Discretionary | 20 | 54.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 54.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 51.1 | |
| United States Persons | 3.3 | |
| Total | 20 | 54.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthunite Advisors LLC
✚
|
NY | 0.1 |
|
Prince Financial Advisory LLC
✚
|
NY | 0.1 |
|
Silver Advisors LLC
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|
NY | 0.1 |
|
Exclusive Resource Management LLC
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|
NY | 0.1 |
|
J Mandwelle Capital Strategies LLC
✚
|
0.1 | |
|
Clover Leaf Financial LLC
✚
|
NY | 0.1 |
|
Magnifina LLC
✚
|
NY | 0.1 |
|
Argus Equity Partners LLC
✚
|
0.1 | |
|
Seraphim Capital Management LLC
✚
|
0.1 | |
|
Evestia LLC
✚
|
0.1 |