ALPHA
Firm details
- Headquarters
- New York, New York
- CRD number
- 313285
- Registered since
- May 10, 2021
- Website
- alphainvestmentsolutions.com
- Custodians
- MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., UCAP AMERICAS
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alpha is a limited liability company that specializes in portfolio management for individuals and small businesses. Founded in 2021, the firm operates as an SEC-registered investment advisor and caters primarily to individual and family clients. Alpha employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not actively engage in ESG investing and does not serve as a pension consultant.
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 Funds47%
- Exchange Traded Equities25%
- Cash & Cash Equivalents14%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
Contacts
1 of 1MARCANTONIO ANTAMORO
Managing PartnerCRD 2197272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 40 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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