AB Custom Alternative Solutions LLC

RIASEC RegisteredEst. 2001
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$1.4B
Accounts
1
Employees
1
Advisory reps
3

Firm details

Headquarters
Nashville, Tennessee
CRD number
110879
Registered since
May 11, 2001
Custodians
J P MORGAN SECURITIES LLC PRIME BROKER, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

AB Custom Alternative Solutions LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2001. The firm positions itself as a capital allocator for institutional clients and combines portfolio management for individuals, pooled vehicles, businesses and institutions with the selection of outside advisers. It operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and maintains affiliations consistent with sponsoring and managing pooled investment vehicles. Compensation is a mix of percentage-of-AUM and performance-based fees, and the firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 25%, Public Funds/Mutual Funds 4%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents25%
  • Public Funds/Mutual Funds4%

Owners & executives

2 of 2
  • Vikas Kapoor

    Vikas Kapoor

    CEOCRD 6139813

  • Paul Emerson

    SVP, Chief Compliance OfficerCRD 5258073

Contacts

1 of 1
  • Mark Manley

    Mark Manley

    Global Head of ComplianceCRD 1294370

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
501 Commerce St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth