Alpha Capital Research, LLC

RIAState Registered
Total AUM
$42.9M
Discretionary
$0
0% of AUM
Avg account
$42.9M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Glastonbury, Connecticut
CRD number
113330
Registered since
December 22, 2000
Fee structure
Fixed Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alpha Capital Research, LLC is a Connecticut-registered limited liability company operating as an institutional registered investment adviser focused on managing portfolios for businesses and other institutions. The firm functions as a capital allocator and concentrates on selecting third-party managers rather than running a broad roster of retail advisory services. Its fee model is fixed fees, and its advisory activity centers on portfolio management for institutional clients and the selection of other advisers. The firm does not position itself as an ESG investor.

Assets & Accounts

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: Private Funds 60%, Public Funds/Mutual Funds 40%60%
  • Private Funds60%
  • Public Funds/Mutual Funds40%

Contacts

2 of 2
  • Richard Rego

    Richard Rego

    Managing PartnerCRD 2145140

  • James Moonier

    James Moonier

    MemberCRD 1268795

Wealth teams

FINTRX

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

Glastonbury, CT

Hartford

Location

Glastonbury, CT

Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
115 Quail Run
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth