Alpha Blue Capital

RIASEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$12.5M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
328350
Registered since
October 10, 2023
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Alpha Blue Capital is an institutional RIA that registered with the SEC in 2023. The firm operates as a limited partnership and is owned by a mix of a domestic entity and an individual. Its client base is institutional, and its advisory activity centers on portfolio management for investment companies. Fees are charged primarily as a percentage of assets under management, with additional fee arrangements flagged as “other.” The firm is listed as sponsor, general partner, and managing member of pooled investment vehicles, indicating it builds and manages pooled vehicles in addition to providing discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth