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| American Alpha Advisors LLC
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| |
|---|---|
| CRD # | 291796 |
| SEC # | 801-114799 |
| CIK # | |
| AUM | $251.5 MM (2024-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 917-810-5530 |
| Address | 10 West 33rd Street New York, NY 10001 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | American Alpha Income LP | 2019-02-06 | 0.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 3.2 |
| (b) Individuals (high net worth individuals) | 33 | 230.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 12.2 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 251.5 |
| By Discretionary | ||
| Discretionary | 218 | 251.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 251.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 251.2 | |
| Total | 218 | 251.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sam Advisors LLC
✚
|
CA | 0.3 |
|
AVOS Capital Management LLC
✚
|
WA | 0.2 |
|
Huntington Management LLC
✚
|
IL | 0.2 |
|
HMS Capital Management LLC
✚
|
TN | 0.2 |
|
South Shore Capital Advisors LLC
✚
|
MA | 0.2 |
|
Lakewood Asset Management LLC
✚
|
IL | 0.2 |
|
Westwood Wealth Management
✚
|
CA | 0.2 |
|
Magnolia Financial Planning Services Inc
✚
|
SC | 0.2 |
|
Grange Capital LLC
✚
|
OR | 0.2 |
|
Covey Capital Advisors LLC
✚
|
GA | 0.2 |