Aleph Investments, LLC

Overview

Aleph Investments, LLC is a small, fee-based investment adviser that focuses on equity-centered portfolio management for both individuals/families and institutional or business clients. The firm charges a percentage of assets under management and runs discretionary mandates, suggesting clients give Aleph authority to implement trades and maintain positioning without prior approval on each transaction. Investment activity is concentrated in publicly traded securities, with a clear preference for liquid, exchange-traded equities. That positioning indicates a bias toward transparent, easily tradable instruments and an emphasis on market exposure that can be adjusted quickly. The firm also supplements equity exposure with third-party alternative managers—specifically hedge funds—and uses mutual funds as part of its lineup, implying a mix of internally managed equity strategies and external active or liquid alternatives for diversification and risk management. Advisory services are delivered across individuals/small businesses and businesses or institutions, which points to a mixed client roster but limited scale; the firm appears focused on tailored, discretionary portfolio work rather than broad institutional consulting or pension advisory services.

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Location & Offices