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 an SEC-registered institutional RIA organized as an LLC and in operation since 2000. The firm operates as a capital allocator and provides portfolio management for businesses or institutions and the selection of other advisers. Its fee model is fixed fees. According to the available filing it does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.
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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