AI Alpha LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 334908
- Registered since
- November 20, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
AI Alpha LLC is an SEC-registered institutional registered investment adviser that provides portfolio management services to investment companies. The firm serves an institutional client base rather than individual retail investors and does not act as a capital allocator. Its advisory focus centers on managing pooled investment vehicles; the firm reports it is not an active ESG investor and is classified as a single-state adviser for regulatory purposes. Fee arrangements are listed as "other" rather than standard asset-based or performance-only structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities35%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Jade Rossback
Investment Adviser RepresentativeCRD 4525844

Jeffrey Stukey
President, Co-FounderCRD 4749573

Sudhir Holla
Co-Founder & Portfolio ManagerCRD 7355950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 5030 Corporate Exchange Blvd Se
- Time zone
- ET (UTC-5)
- Office locations
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