Alpha Capital Research, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds60%
- Public Funds/Mutual Funds40%
Contacts
2 of 2
Richard Rego
Managing PartnerCRD 2145140

James Moonier
MemberCRD 1268795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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