|
⚲
|
| Focused Alpha LLC
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| |
|---|---|
| CRD # | 310591 |
| SEC # | 801-121367 |
| CIK # | 0001575829 |
| AUM | $306.8 MM (2024-03-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 303-529-5100 |
| Address | 1401 Lawrence Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 38.6 |
| (b) Individuals (high net worth individuals) | 65 | 161.1 |
| (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 | 107.1 |
| (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 | 816 | 306.8 |
| By Discretionary | ||
| Discretionary | 816 | 306.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 816 | 306.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.8 | |
| Total | 816 | 306.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001575829] |
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|---|---|---|
|
James Reed Financial Services Inc
✚
|
OH | 0.3 |
|
Blue Rock Wealth Management LLC
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|
NC | 0.3 |
|
Rinkey Investments
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|
CA | 0.3 |
|
Eudaimonia Advisors LLC
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TN | 0.3 |
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Arlen Capital LLC
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RI | 0.3 |
|
RFP Financial Group LLC
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|
MWM Group LLC
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NY | 0.3 |
|
Roberts Wealth Advisors LLC
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|
CA | 0.3 |
|
CornerStone Financial Planning LLC
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|
NH | 0.3 |
|
Wasserman Wealth Management LLC
✚
|
MI | 0.3 |