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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Solutions Investment Advisors LLC
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| CRD # | 156541 |
| SEC # | 801-124857 |
| CIK # | |
| AUM | $261.5 M (2025-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 415-882-7088 |
| Address | 400 Oyster Point Blvd South San Francisco, CA 94080 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 46.0 |
| (b) Individuals (high net worth individuals) | 204 | 194.7 |
| (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 | 1 | 0.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.6 |
| (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 | 18 | 18.5 |
| (n) Other | 0 | 0.0 |
| Total | 564 | 261.5 |
| By Discretionary | ||
| Discretionary | 564 | 261.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 564 | 261.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.5 | |
| Total | 564 | 261.5 |
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|---|---|---|
|
Ballentine Capital Advisors Inc
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|
SC | 0.3 |
|
GFS Wealth Management Advisors Inc
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CT | 0.3 |
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Silver Oak Wealth Advisors Services LLC
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CA | 0.3 |
|
Secura Financial LLC
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CA | 0.3 |
|
Transition Financial Advisors Group Inc
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0.3 | |
|
Smith Asset Management Co LLC
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FL | 0.3 |
|
Victrix Investment Advisors LLC
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|
FL | 0.3 |
|
The Ellerson Group Inc
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|
MD | 0.3 |
|
J Hagan Capital Inc
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|
KY | 0.3 |
|
Calder Investment Advisors
✚
|
MI | 0.3 |